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
$174M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.03M
3
+$969K
4
KO icon
Coca-Cola
KO
+$923K
5
INGR icon
Ingredion
INGR
+$895K

Top Sells

1
+$1.53M
2
+$840K
3
+$526K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$464K
5
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$436K

Sector Composition

1 Financials 18.34%
2 Technology 14.44%
3 Consumer Discretionary 9.85%
4 Communication Services 8.54%
5 Industrials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.9M 7.42%
50,397
-656
2
$7.5M 4.32%
61,372
-6,873
3
$6.92M 3.99%
167,595
+23,474
4
$5.67M 3.27%
228,516
+330
5
$5.45M 3.14%
336,200
+3,632
6
$5.43M 3.13%
218,100
-732
7
$5.16M 2.97%
33,340
+820
8
$5.01M 2.89%
21,270
-1,669
9
$4.36M 2.51%
23,504
+1,718
10
$3.08M 1.77%
141,354
+4,740
11
$2.93M 1.69%
9,945
+203
12
$2.91M 1.68%
15,779
-375
13
$2.91M 1.67%
45,414
+352
14
$2.84M 1.63%
36,523
-41
15
$2.77M 1.59%
25,319
-565
16
$2.76M 1.59%
26,680
-640
17
$2.61M 1.5%
8,510
-1,390
18
$2.6M 1.5%
15,321
-315
19
$2.55M 1.47%
39,102
-1,405
20
$2.48M 1.43%
13,523
-223
21
$2.4M 1.38%
7,327
+2
22
$2.33M 1.34%
14,162
+384
23
$2.26M 1.3%
32,149
+607
24
$2.19M 1.26%
11,522
-976
25
$2.07M 1.19%
35,663
+1,463
1
2 3 4 5