SWM

Sculati Wealth Management Portfolio holdings

AUM $284M
1-Year Est. Return 19.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$8.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$997K
2
+$996K
3
+$885K
4
CRM icon
Salesforce
CRM
+$616K
5
SO icon
Southern Company
SO
+$603K

Top Sells

1
+$1.49M
2
+$1.42M
3
+$1.18M
4
JEF icon
Jefferies Financial Group
JEF
+$1.06M
5
BK icon
Bank of New York Mellon
BK
+$717K

Sector Composition

1 Financials 21.83%
2 Technology 13.86%
3 Consumer Discretionary 7.34%
4 Communication Services 5.69%
5 Healthcare 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$202K 0.11%
+100
102
$130K 0.07%
15,069
-1,387
103
– –
-16,811
104
– –
-8,345
105
– –
-22,911
106
– –
-11,471
107
– –
-834
108
– –
-3,125
109
– –
-70,303
1 2 3 4
5