SWM
Sculati Wealth Management Portfolio holdings
AUM
$266M
This Quarter Return
-0.15%
1 Year Return
+19.38%
3 Year Return
+76.67%
5 Year Return
+130.04%
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(+0%)
Cap. Flow
+$1.11M
Cap. Flow
% of AUM
0.59%
Top 10 Holdings %
Top 10 Hldgs %
35.87%
Holding
123
New
6
Increased
51
Reduced
24
Closed
9
Top Buys
| 1 |
Jefferies Financial Group
JEF
|
$1.57M |
| 2 |
GE Aerospace
GE
|
$1.3M |
| 3 |
Bank of New York Mellon
BK
|
$395K |
| 4 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
$332K |
| 5 |
DT Midstream
DTM
|
$314K |
Top Sells
| 1 |
Stock Yards Bancorp
SYBT
|
$1.89M |
| 2 |
iShares Mortgage Real Estate ETF
REM
|
$1.12M |
| 3 |
Invesco QQQ Trust
QQQ
|
$750K |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$455K |
| 5 |
Alibaba
BABA
|
$239K |
Sector Composition
| 1 | Financials | 19.03% |
| 2 | Technology | 14.53% |
| 3 | Consumer Discretionary | 10.27% |
| 4 | Communication Services | 8.57% |
| 5 | Industrials | 4.09% |
