SWM

Sculati Wealth Management Portfolio holdings

AUM $284M
1-Year Est. Return 20.12%
This Quarter Est. Return
1 Year Est. Return
+20.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
-$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$868K
3
+$668K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$559K
5
DPZ icon
Domino's
DPZ
+$520K

Top Sells

1
+$822K
2
+$650K
3
+$644K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$563K
5
SHOP icon
Shopify
SHOP
+$387K

Sector Composition

1 Financials 22.8%
2 Technology 13.14%
3 Consumer Discretionary 7.67%
4 Communication Services 6.75%
5 Industrials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.54%
14,530
-380
52
$1.25M 0.5%
47,619
-4,893
53
$1.19M 0.48%
13,236
-3,809
54
$1.17M 0.47%
8,718
-175
55
$1.14M 0.46%
10,547
+2,680
56
$1.14M 0.46%
187,545
+18,797
57
$1.05M 0.43%
41,828
-25,554
58
$1.04M 0.42%
16,457
+2,070
59
$985K 0.4%
42,033
-6,310
60
$931K 0.38%
1,468
-485
61
$923K 0.37%
7,565
+2,990
62
$878K 0.36%
450
63
$851K 0.34%
41,152
-1,105
64
$840K 0.34%
1,382
+288
65
$812K 0.33%
2,986
+711
66
$800K 0.32%
3,995
-870
67
$765K 0.31%
28,780
-5,228
68
$684K 0.28%
5,349
-562
69
$681K 0.28%
1,875
+732
70
$653K 0.26%
1,275
71
$559K 0.23%
+2,649
72
$534K 0.22%
21,079
-3,598
73
$520K 0.21%
+1,131
74
$507K 0.21%
5,254
75
$480K 0.19%
11,659
1 2
3
4 5