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
$188M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$456K
2
+$450K
3
+$449K
4
BTI icon
British American Tobacco
BTI
+$404K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$360K

Top Sells

1
+$1.76M
2
+$376K
3
+$350K
4
GE icon
GE Aerospace
GE
+$342K
5
KO icon
Coca-Cola
KO
+$299K

Sector Composition

1 Financials 19.75%
2 Technology 16.24%
3 Consumer Discretionary 7.96%
4 Communication Services 6.37%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.1M 8.53%
52,020
-329
2
$10.2M 5.42%
61,898
+643
3
$8.89M 4.72%
225,552
+4,518
4
$6.98M 3.71%
37,348
+871
5
$6.19M 3.29%
21,484
+63
6
$5.61M 2.98%
344,204
-4,020
7
$4.99M 2.65%
220,491
-3,363
8
$4.78M 2.54%
228,142
-718
9
$3.76M 2%
36,388
+494
10
$3.7M 1.97%
169,362
-432
11
$3.44M 1.83%
132,111
+13,812
12
$3.25M 1.72%
36,992
-375
13
$3.2M 1.7%
16,474
+571
14
$3.08M 1.64%
18,904
+736
15
$2.9M 1.54%
7,956
-105
16
$2.75M 1.46%
29,583
+239
17
$2.61M 1.39%
29,762
+961
18
$2.59M 1.38%
24,922
-598
19
$2.57M 1.37%
24,168
+909
20
$2.54M 1.35%
7,758
+201
21
$2.53M 1.34%
19,415
+1,446
22
$2.49M 1.32%
58,729
+1,201
23
$2.45M 1.3%
15,802
+651
24
$2.43M 1.29%
59,488
+2,000
25
$2.39M 1.27%
11,969
+972
1
2 3 4 5