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
$247M
AUM Growth
-$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$868K
3
+$668K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$559K
5
DPZ icon
Domino's
DPZ
+$520K

Top Sells

1
+$822K
2
+$650K
3
+$644K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$563K
5
SHOP icon
Shopify
SHOP
+$387K

Sector Composition

1 Financials 22.8%
2 Technology 13.14%
3 Consumer Discretionary 7.67%
4 Communication Services 6.75%
5 Industrials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTC icon
76
Intel
INTC
$176B
$472K 0.19%
20,803
-9,078
BKNG icon
77
Booking.com
BKNG
$164B
$461K 0.19%
100
BSCQ icon
78
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.24B
$461K 0.19%
23,642
-830
CHDN icon
79
Churchill Downs
CHDN
$6.35B
$450K 0.18%
4,049
SBUX icon
80
Starbucks
SBUX
$97B
$442K 0.18%
4,502
-400
XOM icon
81
Exxon Mobil
XOM
$479B
$426K 0.17%
3,584
WM icon
82
Waste Management
WM
$86.8B
$415K 0.17%
1,791
KO icon
83
Coca-Cola
KO
$295B
$384K 0.16%
5,368
AKAM icon
84
Akamai
AKAM
$10.4B
$376K 0.15%
4,677
-1,740
IRM icon
85
Iron Mountain
IRM
$30.9B
$372K 0.15%
4,320
T icon
86
AT&T
T
$188B
$365K 0.15%
12,910
-3,473
SPGI icon
87
S&P Global
SPGI
$144B
$360K 0.15%
709
DFIV icon
88
Dimensional International Value ETF
DFIV
$13.6B
$357K 0.14%
+9,058
FILL icon
89
iShares MSCI Global Energy Producers ETF
FILL
$78.9M
$347K 0.14%
13,942
-2,324
FDVV icon
90
Fidelity High Dividend ETF
FDVV
$6.92B
$341K 0.14%
+6,876
WMT icon
91
Walmart
WMT
$859B
$338K 0.14%
3,855
QQQ icon
92
Invesco QQQ Trust
QQQ
$384B
$338K 0.14%
720
-36
NFLX icon
93
Netflix
NFLX
$510B
$315K 0.13%
338
+8
MMM icon
94
3M
MMM
$81.3B
$309K 0.12%
2,101
TGNA icon
95
TEGNA Inc
TGNA
$3.21B
$289K 0.12%
15,869
-6,055
AVUV icon
96
Avantis US Small Cap Value ETF
AVUV
$18B
$279K 0.11%
+3,201
USB icon
97
US Bancorp
USB
$71.1B
$258K 0.1%
6,113
F icon
98
Ford
F
$47.4B
$252K 0.1%
25,091
-4,950
HD icon
99
Home Depot
HD
$390B
$246K 0.1%
670
-128
SFM icon
100
Sprouts Farmers Market
SFM
$10.9B
$244K 0.1%
1,600
1 2 3
4
5