SWM
Sculati Wealth Management Portfolio holdings
AUM
$266M
This Quarter Return
-18.95%
1 Year Return
+19.38%
3 Year Return
+76.67%
5 Year Return
+130.04%
10 Year Return
–
AUM
$90.9M
AUM Growth
+$90.9M
(-18%)
Cap. Flow
+$3.63M
Cap. Flow
% of AUM
3.99%
Top 10 Holdings %
Top 10 Hldgs %
39.45%
Holding
111
New
13
Increased
49
Reduced
13
Closed
12
Top Buys
| 1 |
Charles Schwab
SCHW
|
$797K |
| 2 |
Invesco QQQ Trust
QQQ
|
$434K |
| 3 |
Delta Air Lines
DAL
|
$416K |
| 4 |
Omega Healthcare
OHI
|
$396K |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$361K |
Top Sells
| 1 |
CSX Corp
CSX
|
$815K |
| 2 |
Norfolk Southern
NSC
|
$628K |
| 3 |
Ford
F
|
$489K |
| 4 |
Marathon Petroleum
MPC
|
$471K |
| 5 |
AYR
Aircastle Limited
AYR
|
$414K |
Sector Composition
| 1 | Financials | 20.69% |
| 2 | Technology | 16.87% |
| 3 | Communication Services | 10.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Healthcare | 5.9% |
