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
$174M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1 +$1.79M
2 +$1.03M
3 +$969K
4
KO icon
Coca-Cola
KO
+$923K
5
INGR icon
Ingredion
INGR
+$895K

Sector Composition

1 Financials 18.34%
2 Technology 14.44%
3 Consumer Discretionary 9.85%
4 Communication Services 8.54%
5 Industrials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$63K 0.04%
2,975
102
-16,244
103
-7,333
104
-20,743
105
-7,075
106
-3,255
107
-2,280
108
-2,991
109
-25,610
110
-900
111
-20,096