SWM

Sculati Wealth Management Portfolio holdings

AUM $284M
1-Year Est. Return 20.12%
This Quarter Est. Return
1 Year Est. Return
+20.12%
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
76
$472K 0.19%
20,803
-9,078
77
$461K 0.19%
100
78
$461K 0.19%
23,642
-830
79
$450K 0.18%
4,049
80
$442K 0.18%
4,502
-400
81
$426K 0.17%
3,584
82
$415K 0.17%
1,791
83
$384K 0.16%
5,368
84
$376K 0.15%
4,677
-1,740
85
$372K 0.15%
4,320
86
$365K 0.15%
12,910
-3,473
87
$360K 0.15%
709
88
$357K 0.14%
+9,058
89
$347K 0.14%
13,942
-2,324
90
$341K 0.14%
+6,876
91
$338K 0.14%
3,855
92
$338K 0.14%
720
-36
93
$315K 0.13%
3,380
+80
94
$309K 0.12%
2,101
95
$289K 0.12%
15,869
-6,055
96
$279K 0.11%
+3,201
97
$258K 0.1%
6,113
98
$252K 0.1%
25,091
-4,950
99
$246K 0.1%
670
-128
100
$244K 0.1%
1,600
1 2 3
4
5