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
$169M
AUM Growth
-$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$325K
3
+$292K
4
VV icon
Vanguard Large-Cap ETF
VV
+$245K
5
COST icon
Costco
COST
+$232K

Top Sells

1
+$458K
2
+$265K
3
+$253K
4
INGR icon
Ingredion
INGR
+$217K
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$211K

Sector Composition

1 Financials 20.91%
2 Technology 13.61%
3 Consumer Discretionary 8.22%
4 Communication Services 6.53%
5 Healthcare 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$508K 0.3%
11,659
77
$506K 0.3%
45,170
+6,998
78
$501K 0.3%
43,563
+10,035
79
$430K 0.25%
21,093
+1,105
80
$427K 0.25%
1,547
-75
81
$418K 0.25%
4,540
82
$415K 0.25%
75,260
+39,105
83
$378K 0.22%
11,471
+2,475
84
$373K 0.22%
451
85
$371K 0.22%
22,911
86
$361K 0.21%
12,864
-240
87
$351K 0.21%
8,345
-3,492
88
$347K 0.2%
9,207
+550
89
$323K 0.19%
1,210
+28
90
$319K 0.19%
5,697
+184
91
$294K 0.17%
3,458
92
$291K 0.17%
900
93
$287K 0.17%
1,791
94
$278K 0.16%
5,362
95
$266K 0.16%
6,608
96
$249K 0.15%
1,897
97
$247K 0.15%
3,162
98
$237K 0.14%
5,872
+550
99
$232K 0.14%
+491
100
$232K 0.14%
2,513
-15
1 2 3
4
5