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

Top Buys

1 +$452K
2 +$389K
3 +$367K
4
BTI icon
British American Tobacco
BTI
+$227K
5
DAL icon
Delta Air Lines
DAL
+$227K

Top Sells

1 +$581K
2 +$274K
3 +$230K
4
UNM icon
Unum
UNM
+$225K
5
ES icon
Eversource Energy
ES
+$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