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

Top Sells

1
+$1.53M
2
+$840K
3
+$526K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$464K
5
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$436K

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
1 2 3 4
5