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
$189M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1 +$420K
2 +$358K
3 +$251K
4
CRM icon
Salesforce
CRM
+$221K
5
BF.A icon
Brown-Forman Class A
BF.A
+$211K

Top Sells

1 +$1.33M
2 +$225K
3 +$118K
4
BX icon
Blackstone
BX
+$102K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$87.4K

Sector Composition

1 Financials 18.78%
2 Technology 14.71%
3 Consumer Discretionary 10.01%
4 Communication Services 8.42%
5 Industrials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$207K 0.11%
750
102
$202K 0.11%
3,420
-2,000
103
$198K 0.1%
17,700
-2,053
104
$56K 0.03%
2,975
105
-20,296