SWM
Sculati Wealth Management Portfolio holdings
AUM
$266M
This Quarter Return
+13.84%
1 Year Return
+19.38%
3 Year Return
+76.67%
5 Year Return
+130.04%
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
(+14%)
Cap. Flow
+$2.27M
Cap. Flow
% of AUM
1.49%
Top 10 Holdings %
Top 10 Hldgs %
39.16%
Holding
110
New
5
Increased
45
Reduced
27
Closed
2
Top Buys
Top Sells
| 1 |
SolarEdge
SEDG
|
$239K |
| 2 |
Tesla
TSLA
|
$228K |
| 3 |
Allstate
ALL
|
$86.9K |
| 4 |
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
|
$86.2K |
| 5 |
Invesco QQQ Trust
QQQ
|
$85.7K |
Sector Composition
| 1 | Financials | 17.79% |
| 2 | Technology | 16.5% |
| 3 | Consumer Discretionary | 10.49% |
| 4 | Communication Services | 8.88% |
| 5 | Healthcare | 4.83% |
