SWM

Sculati Wealth Management Portfolio holdings

AUM $266M
1-Year Est. Return 19.38%
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$420K
2
+$358K
3
+$251K
4
CRM icon
Salesforce
CRM
+$221K
5
BF.A icon
Brown-Forman Class A
BF.A
+$211K

Top Sells

1
+$1.33M
2
+$225K
3
+$118K
4
BX icon
Blackstone
BX
+$102K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$87.4K

Sector Composition

1 Financials 18.78%
2 Technology 14.71%
3 Consumer Discretionary 10.01%
4 Communication Services 8.42%
5 Industrials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.58%
64,679
+9,051
52
$1.1M 0.58%
1,962
+138
53
$1.09M 0.58%
4,645
+768
54
$1.06M 0.56%
19,671
+2,155
55
$1.04M 0.55%
8,893
56
$1.01M 0.54%
39,046
+4,140
57
$1.01M 0.54%
18,480
+839
58
$967K 0.51%
10,682
+730
59
$946K 0.5%
3,444
+215
60
$935K 0.5%
77,492
-1,000
61
$906K 0.48%
16,629
62
$901K 0.48%
7,380
+140
63
$891K 0.47%
6,100
+100
64
$863K 0.46%
1,473
+181
65
$837K 0.44%
1,321
+122
66
$837K 0.44%
38,773
+702
67
$834K 0.44%
39,548
+736
68
$823K 0.44%
12,981
+750
69
$810K 0.43%
9,457
+740
70
$750K 0.4%
2,115
-10
71
$743K 0.39%
12,280
72
$717K 0.38%
3,482
+343
73
$717K 0.38%
13,410
+1,120
74
$705K 0.37%
12,892
-410
75
$703K 0.37%
451
1 2
3
4 5