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
$196M
AUM Growth
-$3.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$463K
2
+$404K
3
+$368K
4
DAL icon
Delta Air Lines
DAL
+$266K
5
BTI icon
British American Tobacco
BTI
+$238K

Top Sells

1
+$581K
2
+$294K
3
+$248K
4
ES icon
Eversource Energy
ES
+$224K
5
UNM icon
Unum
UNM
+$224K

Sector Composition

1 Financials 19.89%
2 Technology 16.78%
3 Consumer Discretionary 8.38%
4 Communication Services 6.44%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,513
102
– –
-3,619
103
– –
-750
1 2 3 4
5