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
$232M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$734K
2
+$604K
3
+$574K
4
UNM icon
Unum
UNM
+$537K
5
CMCSA icon
Comcast
CMCSA
+$514K

Top Sells

1
+$654K
2
+$483K
3
+$456K
4
GE icon
GE Aerospace
GE
+$441K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$243K

Sector Composition

1 Financials 20.39%
2 Technology 15.54%
3 Consumer Discretionary 8.85%
4 Communication Services 7.15%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.65%
10,751
-3,147
52
$1.5M 0.65%
53,987
-2,329
53
$1.49M 0.64%
13,319
-347
54
$1.43M 0.62%
13,128
-550
55
$1.18M 0.51%
16,410
-2,195
56
$1.16M 0.5%
55,305
+5,049
57
$1.1M 0.47%
8,893
58
$1.09M 0.47%
171,159
+8,355
59
$1.01M 0.44%
10,767
+2,162
60
$1.01M 0.43%
23,202
+11,860
61
$981K 0.42%
9,057
-6,041
62
$940K 0.41%
10,291
-1,683
63
$802K 0.35%
45,581
-27,442
64
$798K 0.34%
39,046
+20,797
65
$768K 0.33%
51,435
-3,825
66
$768K 0.33%
37,811
-3,840
67
$734K 0.32%
+8,427
68
$682K 0.29%
451
69
$635K 0.27%
816
+16
70
$610K 0.26%
1,275
71
$604K 0.26%
+1,445
72
$594K 0.26%
19,490
-7,319
73
$582K 0.25%
4,699
-476
74
$511K 0.22%
19,285
-1,950
75
$509K 0.22%
8,454
-1,191
1 2
3
4 5