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
$232M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$734K
2 +$604K
3 +$574K
4
UNM icon
Unum
UNM
+$537K
5
CMCSA icon
Comcast
CMCSA
+$514K

Top Sells

1 +$654K
2 +$483K
3 +$456K
4
GE icon
GE Aerospace
GE
+$441K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$243K

Sector Composition

1 Financials 20.39%
2 Technology 15.54%
3 Consumer Discretionary 8.85%
4 Communication Services 7.15%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$93.1K 0.04%
11,526
102
-565
103
-2,235
104
-15,069
105
-825