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
$215M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$934K
2
+$497K
3
+$230K
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$204K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$201K

Top Sells

1
+$1.57M
2
+$1.18M
3
+$271K
4
KO icon
Coca-Cola
KO
+$225K
5
PFE icon
Pfizer
PFE
+$174K

Sector Composition

1 Financials 19.74%
2 Technology 16.99%
3 Consumer Discretionary 9.24%
4 Communication Services 6.54%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.66%
35,149
+240
52
$1.3M 0.61%
18,605
-1,610
53
$1.28M 0.6%
14,294
+184
54
$1.27M 0.59%
33,702
-1,676
55
$1.23M 0.57%
23,074
+1,022
56
$1.23M 0.57%
73,023
-10,099
57
$1.21M 0.56%
162,804
+10,150
58
$1.16M 0.54%
25,594
-753
59
$1.15M 0.54%
11,974
-2,825
60
$1.05M 0.49%
50,256
+3,740
61
$1.04M 0.49%
8,893
62
$934K 0.44%
+8,605
63
$863K 0.4%
41,651
-406
64
$845K 0.39%
55,260
-2,030
65
$785K 0.37%
26,809
+834
66
$709K 0.33%
451
67
$698K 0.33%
5,175
+140
68
$597K 0.28%
1,275
69
$548K 0.26%
9,297
-3,817
70
$512K 0.24%
21,235
-2,090
71
$507K 0.24%
9,645
-588
72
$497K 0.23%
+11,342
73
$492K 0.23%
40,399
+4
74
$466K 0.22%
800
75
$430K 0.2%
11,659
1 2
3
4 5