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
$174M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.03M
3
+$969K
4
KO icon
Coca-Cola
KO
+$923K
5
INGR icon
Ingredion
INGR
+$895K

Top Sells

1
+$1.53M
2
+$840K
3
+$526K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$464K
5
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$436K

Sector Composition

1 Financials 18.34%
2 Technology 14.44%
3 Consumer Discretionary 9.85%
4 Communication Services 8.54%
5 Industrials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$657K 0.38%
+3,139
77
$644K 0.37%
12,290
+1,417
78
$629K 0.36%
28,897
+8,338
79
$614K 0.35%
+1,292
80
$552K 0.32%
1,809
-32
81
$516K 0.3%
+5,963
82
$495K 0.29%
40,439
+254
83
$494K 0.28%
4,340
+390
84
$467K 0.27%
20,757
85
$460K 0.27%
4,918
+163
86
$425K 0.24%
9,120
-1,764
87
$365K 0.21%
6,608
88
$349K 0.2%
565
89
$315K 0.18%
1,956
90
$311K 0.18%
+5,420
91
$260K 0.15%
802
92
$248K 0.14%
1,831
-75
93
$248K 0.14%
+4,842
94
$239K 0.14%
1,055
95
$234K 0.13%
2,415
-55
96
$233K 0.13%
100
97
$232K 0.13%
2,462
98
$216K 0.12%
750
99
$210K 0.12%
19,753
100
$203K 0.12%
+2,947
1 2 3
4
5