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
$196M
AUM Growth
-$3.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$452K
2
+$389K
3
+$367K
4
BTI icon
British American Tobacco
BTI
+$227K
5
DAL icon
Delta Air Lines
DAL
+$227K

Top Sells

1
+$581K
2
+$274K
3
+$230K
4
UNM icon
Unum
UNM
+$225K
5
ES icon
Eversource Energy
ES
+$224K

Sector Composition

1 Financials 19.89%
2 Technology 16.78%
3 Consumer Discretionary 8.38%
4 Communication Services 6.44%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.67%
20,215
-3,110
52
$1.3M 0.66%
26,347
-4,580
53
$1.29M 0.66%
34,909
+6,124
54
$1.25M 0.64%
83,122
+390
55
$1.24M 0.64%
14,086
-63
56
$1.18M 0.6%
55,370
57
$1.15M 0.59%
35,378
-183
58
$1.14M 0.58%
5,170
+1,663
59
$1.14M 0.58%
14,110
+958
60
$1.09M 0.56%
152,654
+7,135
61
$1.08M 0.55%
22,052
+1,189
62
$961K 0.49%
46,516
+6,494
63
$957K 0.49%
8,893
64
$835K 0.43%
57,290
-3,410
65
$816K 0.42%
25,975
+7,215
66
$747K 0.38%
42,057
-1,351
67
$734K 0.38%
13,114
-4,896
68
$602K 0.31%
23,325
-3,094
69
$584K 0.3%
5,035
70
$572K 0.29%
451
71
$561K 0.29%
1,275
72
$546K 0.28%
10,233
-1,263
73
$521K 0.27%
86,125
-30,440
74
$502K 0.26%
40,395
75
$430K 0.22%
800
1 2
3
4 5