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
$169M
AUM Growth
-$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$325K
3
+$292K
4
VV icon
Vanguard Large-Cap ETF
VV
+$245K
5
COST icon
Costco
COST
+$232K

Top Sells

1
+$458K
2
+$265K
3
+$253K
4
INGR icon
Ingredion
INGR
+$217K
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$211K

Sector Composition

1 Financials 20.91%
2 Technology 13.61%
3 Consumer Discretionary 8.22%
4 Communication Services 6.53%
5 Healthcare 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$221K 0.13%
+834
102
$211K 0.12%
2,411
103
$208K 0.12%
3,080
104
$201K 0.12%
658
105
$134K 0.08%
16,456
106
$6K ﹤0.01%
3,125
107
– –
-2,377
108
– –
-2,947
109
– –
-565
110
– –
-1,758
111
– –
-750
1 2 3 4
5