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
$189M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$420K
2
+$358K
3
+$251K
4
CRM icon
Salesforce
CRM
+$221K
5
BF.A icon
Brown-Forman Class A
BF.A
+$211K

Top Sells

1
+$1.33M
2
+$225K
3
+$118K
4
BX icon
Blackstone
BX
+$102K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$87.4K

Sector Composition

1 Financials 18.78%
2 Technology 14.71%
3 Consumer Discretionary 10.01%
4 Communication Services 8.42%
5 Industrials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$647K 0.34%
11,659
77
$632K 0.33%
29,096
+199
78
$616K 0.33%
14,243
79
$601K 0.32%
40,419
-20
80
$556K 0.29%
1,744
-65
81
$503K 0.27%
4,858
-60
82
$486K 0.26%
20,801
+44
83
$455K 0.24%
9,049
-71
84
$430K 0.23%
4,340
85
$408K 0.22%
565
86
$376K 0.2%
6,608
87
$341K 0.18%
1,967
+11
88
$291K 0.15%
802
89
$261K 0.14%
2,321
-94
90
$254K 0.13%
3,162
-2,801
91
$251K 0.13%
+1,791
92
$247K 0.13%
1,831
93
$240K 0.13%
2,467
+5
94
$239K 0.13%
1,055
95
$231K 0.12%
4,842
96
$221K 0.12%
2,947
97
$221K 0.12%
+906
98
$219K 0.12%
100
99
$211K 0.11%
+2,991
100
$207K 0.11%
+900
1 2 3
4
5