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
$188M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$456K
2
+$450K
3
+$449K
4
BTI icon
British American Tobacco
BTI
+$404K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$360K

Top Sells

1
+$1.76M
2
+$376K
3
+$350K
4
GE icon
GE Aerospace
GE
+$342K
5
KO icon
Coca-Cola
KO
+$299K

Sector Composition

1 Financials 19.75%
2 Technology 16.24%
3 Consumer Discretionary 7.96%
4 Communication Services 6.37%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$449K 0.24%
+1,967
77
$404K 0.21%
+11,495
78
$398K 0.21%
11,659
79
$381K 0.2%
1,186
-35
80
$360K 0.19%
6,801
-545
81
$348K 0.18%
8,621
-52
82
$328K 0.17%
10,330
-6,803
83
$327K 0.17%
3,779
-140
84
$312K 0.17%
1,056
85
$292K 0.16%
1,791
86
$291K 0.15%
19,297
-4,275
87
$284K 0.15%
3,242
-7
88
$275K 0.15%
800
-30
89
$272K 0.14%
+5,680
90
$272K 0.14%
+1,486
91
$265K 0.14%
100
92
$263K 0.14%
1,895
93
$261K 0.14%
5,292
-40
94
$252K 0.13%
2,300
-41
95
$247K 0.13%
3,162
96
$238K 0.13%
6,608
97
$229K 0.12%
+2,787
98
$228K 0.12%
750
99
$228K 0.12%
+11,239
100
$227K 0.12%
658
1 2 3
4
5