SWM
Sculati Wealth Management Portfolio holdings
AUM
$266M
1-Year Est. Return
19.38%
1 Year Est. Return
+19.38%
AUM
$247M
AUM Growth
-$5.7M
(-2.3%)
Holding
114
Top Buys
| 1 | +$1.38M | |
| 2 | +$868K | |
| 3 | +$668K | |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$559K |
| 5 |
Domino's
DPZ
|
+$520K |
Top Sells
| 1 | +$822K | |
| 2 | +$650K | |
| 3 | +$644K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$563K |
| 5 |
Shopify
SHOP
|
+$387K |
Sector Composition
| 1 | Financials | 22.8% |
| 2 | Technology | 13.14% |
| 3 | Consumer Discretionary | 7.67% |
| 4 | Communication Services | 6.75% |
| 5 | Industrials | 5.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
VanEck Gold Miners ETF
GDX
$22.8B
| $230K | 0.09% |
+5,000
|
|
||
102
Tesla
TSLA
$1.46T
| $228K | 0.09% |
880
+68
|
|
||
103
Wells Fargo
WFC
$262B
| $221K | 0.09% |
3,074
|
|
||
104
iShares Semiconductor ETF
SOXX
$15.7B
| $212K | 0.09% |
1,125
|
|
||
105
Marathon Petroleum
MPC
$56.1B
| $211K | 0.09% |
1,450
|
|
||
106
Charter Communications
CHTR
$34.6B
| $208K | 0.08% |
+565
|
|
||
107
SPDR Gold Trust
GLD
$135B
| $207K | 0.08% |
717
-274
|
|
||
108
iShares Silver Trust
SLV
$25.3B
| $201K | 0.08% |
6,489
-5,413
|
|
||
109
Prospect Capital
PSEC
$1.27B
| $125K | 0.05% |
30,510
-2,645
|
|
||
|
110
Shopify
SHOP
$205B
| – | – |
-3,640
|
|
||
111
Skyworks Solutions
SWKS
$11.2B
| – | – |
-2,437
|
|
||
112
GE Vernova
GEV
$163B
| – | – |
-878
|
|