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
$215M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$934K
2
+$497K
3
+$230K
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$204K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$201K

Top Sells

1
+$1.57M
2
+$1.18M
3
+$271K
4
KO icon
Coca-Cola
KO
+$225K
5
PFE icon
Pfizer
PFE
+$174K

Sector Composition

1 Financials 19.74%
2 Technology 16.99%
3 Consumer Discretionary 9.24%
4 Communication Services 6.54%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$425K 0.2%
1,039
-65
77
$386K 0.18%
7,380
-833
78
$376K 0.18%
5,372
-1,016
79
$373K 0.17%
18,249
+3,844
80
$355K 0.17%
100
81
$347K 0.16%
57,900
-28,225
82
$345K 0.16%
996
83
$339K 0.16%
3,388
+4
84
$321K 0.15%
1,791
85
$312K 0.15%
709
+51
86
$310K 0.14%
3,980
-200
87
$304K 0.14%
671
-147
88
$288K 0.13%
5,254
89
$286K 0.13%
6,608
90
$251K 0.12%
4,210
-70
91
$236K 0.11%
10,043
92
$230K 0.11%
+2,513
93
$220K 0.1%
565
94
$219K 0.1%
1,148
-338
95
$215K 0.1%
1,450
96
$205K 0.1%
825
-4
97
$204K 0.1%
+2,235
98
$201K 0.09%
+1,281
99
$116K 0.05%
15,069
100
$51.8K 0.02%
11,526
1 2 3
4
5