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
$169M
AUM Growth
-$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$325K
3
+$292K
4
VV icon
Vanguard Large-Cap ETF
VV
+$245K
5
COST icon
Costco
COST
+$232K

Top Sells

1
+$458K
2
+$265K
3
+$253K
4
INGR icon
Ingredion
INGR
+$217K
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$211K

Sector Composition

1 Financials 20.91%
2 Technology 13.61%
3 Consumer Discretionary 8.22%
4 Communication Services 6.53%
5 Healthcare 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.75%
17,171
52
$1.16M 0.68%
75,476
+3,392
53
$1.14M 0.67%
6,431
+305
54
$1.08M 0.64%
11,250
+3,050
55
$1.06M 0.63%
56,694
-2,069
56
$1.01M 0.6%
1,878
57
$958K 0.57%
22,096
+175
58
$954K 0.56%
8,893
59
$891K 0.53%
18,554
+765
60
$853K 0.5%
19,401
-10,408
61
$830K 0.49%
21,555
+220
62
$811K 0.48%
11,618
+198
63
$763K 0.45%
6,301
+642
64
$743K 0.44%
19,272
-100
65
$714K 0.42%
4,965
+1,390
66
$706K 0.42%
2,565
+271
67
$704K 0.42%
122,573
+4,501
68
$699K 0.41%
112,778
+15,416
69
$675K 0.4%
16,811
70
$672K 0.4%
31,482
-4,294
71
$666K 0.39%
3,602
72
$640K 0.38%
7,950
-2,697
73
$600K 0.35%
1,275
+441
74
$581K 0.34%
1,538
+519
75
$557K 0.33%
11,180
-375
1 2
3
4 5