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
1
$26.1M 10.55%
49,006
-1,057
2
$19.7M 7.96%
76,623
+476
3
$12.4M 5.01%
55,780
-2,927
4
$10.4M 4.21%
240,108
-1,831
5
$9.16M 3.7%
198,302
+7,727
6
$8.79M 3.55%
142,358
+10,818
7
$7.75M 3.13%
251,527
+3,052
8
$7.15M 2.89%
19,054
-445
9
$7.03M 2.84%
36,963
-310
10
$4.78M 1.93%
8,292
-261
11
$4.68M 1.89%
19,084
-291
12
$4.27M 1.73%
7,810
-198
13
$3.77M 1.53%
26,985
-1,252
14
$3.74M 1.51%
26,727
-1,336
15
$3.7M 1.5%
31,736
-1,038
16
$3.68M 1.49%
23,569
-234
17
$3.31M 1.34%
3,497
-109
18
$3.21M 1.3%
41,060
-845
19
$3.19M 1.29%
19,067
+308
20
$3.15M 1.28%
13,523
-140
21
$3.08M 1.25%
37,807
-1,094
22
$3.04M 1.23%
48,442
+771
23
$3.02M 1.22%
57,664
+16,574
24
$3.01M 1.22%
57,956
+351
25
$2.97M 1.2%
8,468
+276
1
2 3 4 5