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
$215M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Sells

1 +$1.57M
2 +$1.18M
3 +$271K
4
KO icon
Coca-Cola
KO
+$225K
5
PFE icon
Pfizer
PFE
+$174K

Sector Composition

1 Financials 19.74%
2 Technology 16.99%
3 Consumer Discretionary 9.24%
4 Communication Services 6.54%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-12,602
102
-16,786
103
-55,370