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
$232M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$734K
2
+$604K
3
+$574K
4
UNM icon
Unum
UNM
+$537K
5
CMCSA icon
Comcast
CMCSA
+$514K

Top Sells

1
+$654K
2
+$483K
3
+$456K
4
GE icon
GE Aerospace
GE
+$441K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$243K

Sector Composition

1 Financials 20.39%
2 Technology 15.54%
3 Consumer Discretionary 8.85%
4 Communication Services 7.15%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$502K 0.22%
37,774
-2,625
77
$488K 0.21%
7,971
-1,326
78
$454K 0.2%
11,659
79
$403K 0.17%
+20,999
80
$394K 0.17%
3,388
81
$391K 0.17%
4,870
-502
82
$382K 0.16%
1,791
83
$363K 0.16%
946
-50
84
$363K 0.16%
100
85
$345K 0.15%
777
-262
86
$321K 0.14%
5,254
87
$302K 0.13%
709
88
$292K 0.13%
1,450
89
$292K 0.13%
3,780
-200
90
$273K 0.12%
6,113
-495
91
$238K 0.1%
1,270
-11
92
$227K 0.1%
+1,100
93
$223K 0.1%
2,513
94
$220K 0.09%
4,394
-2,986
95
$214K 0.09%
4,050
-160
96
$209K 0.09%
37,825
-20,075
97
$204K 0.09%
+336
98
$204K 0.09%
991
-157
99
$201K 0.09%
442
-229
100
$110K 0.05%
10,043
1 2 3
4
5