SWM

Sculati Wealth Management Portfolio holdings

AUM $284M
1-Year Est. Return 20.12%
This Quarter Est. Return
1 Year Est. Return
+20.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
-$2.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$336K
3
+$324K
4
MMM icon
3M
MMM
+$315K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$282K

Top Sells

1
+$309K
2
+$296K
3
+$236K
4
BF.B icon
Brown-Forman Class B
BF.B
+$215K
5
GM icon
General Motors
GM
+$212K

Sector Composition

1 Financials 20.43%
2 Technology 14.34%
3 Consumer Discretionary 8.54%
4 Communication Services 7.06%
5 Healthcare 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$540K 0.26%
+65,221
77
$536K 0.26%
451
78
$519K 0.25%
13,104
+2
79
$508K 0.25%
1,695
80
$487K 0.24%
4,390
+46
81
$477K 0.23%
22,911
82
$467K 0.23%
7,047
+2,559
83
$415K 0.2%
6,140
84
$407K 0.2%
3,648
85
$392K 0.19%
2,327
+90
86
$373K 0.18%
834
+32
87
$351K 0.17%
6,608
88
$350K 0.17%
965
+376
89
$337K 0.16%
3,397
+370
90
$332K 0.16%
15,772
+4,484
91
$315K 0.15%
+2,528
92
$308K 0.15%
565
93
$291K 0.14%
5,362
-1,433
94
$284K 0.14%
1,791
95
$279K 0.14%
3,162
96
$270K 0.13%
+658
97
$269K 0.13%
5,142
+300
98
$265K 0.13%
738
99
$258K 0.13%
900
100
$242K 0.12%
750
1 2 3
4
5