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
$188M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$456K
2
+$450K
3
+$449K
4
BTI icon
British American Tobacco
BTI
+$404K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$360K

Top Sells

1
+$1.76M
2
+$376K
3
+$350K
4
GE icon
GE Aerospace
GE
+$342K
5
KO icon
Coca-Cola
KO
+$299K

Sector Composition

1 Financials 19.75%
2 Technology 16.24%
3 Consumer Discretionary 7.96%
4 Communication Services 6.37%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.66%
59,015
-165
52
$1.22M 0.65%
15,585
-1,430
53
$1.19M 0.63%
4,387
+785
54
$1.14M 0.61%
24,645
+2,058
55
$1.08M 0.58%
14,203
-4,480
56
$1.07M 0.57%
10,323
+43
57
$1.06M 0.56%
20,218
+410
58
$1.04M 0.56%
169,360
+13,105
59
$1.04M 0.55%
8,893
60
$1.04M 0.55%
61,300
61
$1.02M 0.54%
52,103
-2,332
62
$1M 0.53%
144,175
-39,086
63
$993K 0.53%
147,273
+11,669
64
$919K 0.49%
12,174
+252
65
$833K 0.44%
40,443
+21,845
66
$771K 0.41%
22,070
+13,064
67
$770K 0.41%
1,292
-466
68
$649K 0.34%
11,180
69
$642K 0.34%
27,524
-1,353
70
$607K 0.32%
12,348
-4,572
71
$594K 0.32%
451
72
$589K 0.31%
1,275
73
$572K 0.3%
4,450
-30
74
$499K 0.27%
39,630
-305
75
$458K 0.24%
969
-390
1 2
3
4 5