SWM

Sculati Wealth Management Portfolio holdings

AUM $284M
1-Year Est. Return 20.12%
This Quarter Est. Return
1 Year Est. Return
+20.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
-$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$868K
3
+$668K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$559K
5
DPZ icon
Domino's
DPZ
+$520K

Top Sells

1
+$822K
2
+$650K
3
+$644K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$563K
5
SHOP icon
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
$230K 0.09%
+5,000
102
$228K 0.09%
880
+68
103
$221K 0.09%
3,074
104
$212K 0.09%
1,125
105
$211K 0.09%
1,450
106
$208K 0.08%
+565
107
$207K 0.08%
717
-274
108
$201K 0.08%
6,489
-5,413
109
$125K 0.05%
30,510
-2,645
110
– –
-3,640
111
– –
-2,437
112
– –
-878
1 2 3 4
5