SWM

Sculati Wealth Management Portfolio holdings

AUM $284M
1-Year Est. Return 20.12%
This Quarter Est. Return
1 Year Est. Return
+20.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
-$2.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$336K
3
+$324K
4
MMM icon
3M
MMM
+$315K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$282K

Top Sells

1
+$309K
2
+$296K
3
+$236K
4
BF.B icon
Brown-Forman Class B
BF.B
+$215K
5
GM icon
General Motors
GM
+$212K

Sector Composition

1 Financials 20.43%
2 Technology 14.34%
3 Consumer Discretionary 8.54%
4 Communication Services 7.06%
5 Healthcare 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.68%
65,530
+2,103
52
$1.38M 0.67%
17,178
-82
53
$1.35M 0.66%
16,991
-345
54
$1.32M 0.65%
42,455
+4,908
55
$1.3M 0.64%
57,317
-7,955
56
$1.3M 0.63%
5,855
+209
57
$1.26M 0.62%
14,515
+1,267
58
$1.14M 0.56%
8,893
59
$1.13M 0.55%
19,884
+100
60
$1.13M 0.55%
107,212
+9,231
61
$1.1M 0.54%
1,804
+180
62
$1.1M 0.54%
21,157
+805
63
$1.09M 0.53%
7,860
+80
64
$1.08M 0.53%
5,659
+75
65
$982K 0.48%
2,156
+216
66
$979K 0.48%
13,505
+1,225
67
$955K 0.47%
11,058
+464
68
$943K 0.46%
16,895
+1,583
69
$892K 0.44%
16,916
70
$873K 0.43%
17,595
+5,025
71
$786K 0.38%
3,602
72
$749K 0.37%
11,555
-660
73
$661K 0.32%
11,659
74
$645K 0.32%
38,172
75
$617K 0.3%
5,148
+787
1 2
3
4 5