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
$188M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$456K
2
+$450K
3
+$449K
4
BTI icon
British American Tobacco
BTI
+$404K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$360K

Top Sells

1
+$1.76M
2
+$376K
3
+$350K
4
GE icon
GE Aerospace
GE
+$342K
5
KO icon
Coca-Cola
KO
+$299K

Sector Composition

1 Financials 19.75%
2 Technology 16.24%
3 Consumer Discretionary 7.96%
4 Communication Services 6.37%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$221K 0.12%
2,513
102
$218K 0.12%
2,377
103
$206K 0.11%
2,027
-282
104
$204K 0.11%
4,573
105
$202K 0.11%
+565
106
$133K 0.07%
15,069
107
$115K 0.06%
+11,526
108
– –
-3,080
109
– –
-4,835
110
– –
-49,530
1 2 3 4
5