SWM

Sculati Wealth Management Portfolio holdings

AUM $271M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
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
+$719K
2
+$611K
3
+$548K
4
CMCSA icon
Comcast
CMCSA
+$512K
5
UNM icon
Unum
UNM
+$488K

Top Sells

1
+$633K
2
+$469K
3
+$454K
4
GE icon
GE Aerospace
GE
+$371K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$227K

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
1 2 3 4
5