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
$232M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$734K
2
+$604K
3
+$574K
4
UNM icon
Unum
UNM
+$537K
5
CMCSA icon
Comcast
CMCSA
+$514K

Top Sells

1
+$654K
2
+$483K
3
+$456K
4
GE icon
GE Aerospace
GE
+$441K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$243K

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
1
$21.5M 9.27%
51,089
-577
2
$11.2M 4.83%
243,607
+5,185
3
$10.5M 4.54%
61,328
-125
4
$10.4M 4.49%
43,395
+2,395
5
$9.09M 3.92%
21,599
-105
6
$7.83M 3.38%
337,936
-3,344
7
$6.84M 2.95%
37,930
+180
8
$5.74M 2.48%
233,326
-1,918
9
$5.68M 2.45%
209,232
-5,034
10
$5.19M 2.24%
186,948
+14,091
11
$4.74M 2.04%
187,191
+1,389
12
$4.26M 1.84%
8,774
-110
13
$4.07M 1.76%
20,315
-4
14
$4.01M 1.73%
30,523
-9
15
$3.7M 1.59%
24,269
16
$3.69M 1.59%
29,352
+1,088
17
$3.56M 1.53%
13,962
+76
18
$3.41M 1.47%
8,168
-21
19
$3.33M 1.44%
25,259
-70
20
$3.3M 1.42%
35,013
-1,402
21
$3.11M 1.34%
42,988
+17
22
$3.09M 1.33%
19,565
+202
23
$3.06M 1.32%
10,154
+5
24
$3.02M 1.3%
208,712
+2,811
25
$2.95M 1.27%
7,540
-72
1
2 3 4 5