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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$4.92M
3
+$4.84M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.2M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.94M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.39%
2 Technology 14.11%
3 Consumer Discretionary 11.48%
4 Communication Services 10.05%
5 Industrials 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 1.32%
+6,399
27
$1.46M 1.31%
+12,502
28
$1.44M 1.29%
+77,160
29
$1.38M 1.23%
+11,416
30
$1.38M 1.23%
+25,967
31
$1.37M 1.23%
+36,798
32
$1.28M 1.14%
+3,966
33
$1.26M 1.13%
+10,406
34
$1.25M 1.12%
+14,450
35
$1.23M 1.1%
+8,301
36
$1.22M 1.1%
+74,032
37
$1.16M 1.04%
+28,144
38
$1.09M 0.97%
+11,470
39
$1.09M 0.97%
+65,070
40
$1.08M 0.97%
+28,676
41
$1.05M 0.94%
+18,849
42
$1.05M 0.94%
+12,079
43
$951K 0.85%
+8,998
44
$877K 0.79%
+23,965
45
$834K 0.75%
+43,147
46
$815K 0.73%
+33,792
47
$756K 0.68%
+23,731
48
$747K 0.67%
+12,572
49
$706K 0.63%
+109,680
50
$684K 0.61%
+12,786
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