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
$205M
AUM Growth
-$2.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$336K
3
+$324K
4
MMM icon
3M
MMM
+$315K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$282K

Top Sells

1
+$309K
2
+$296K
3
+$236K
4
BF.B icon
Brown-Forman Class B
BF.B
+$215K
5
GM icon
General Motors
GM
+$212K

Sector Composition

1 Financials 20.43%
2 Technology 14.34%
3 Consumer Discretionary 8.54%
4 Communication Services 7.06%
5 Healthcare 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$235K 0.11%
100
102
$229K 0.11%
1,498
103
$169K 0.08%
16,783
104
$10K ﹤0.01%
3,125
105
– –
-3,460
106
– –
-2,321
107
– –
-2,947
108
– –
-3,001
109
– –
-929
110
– –
-3,620
1 2 3 4
5