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
$134M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$851K
2
+$814K
3
+$374K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$352K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$276K

Top Sells

1
+$258K
2
+$251K
3
+$121K
4
SHOP icon
Shopify
SHOP
+$102K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$74.2K

Sector Composition

1 Technology 17.54%
2 Financials 17%
3 Consumer Discretionary 10.99%
4 Communication Services 8.6%
5 Healthcare 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 1.29%
12,756
+302
27
$1.66M 1.24%
31,756
+3
28
$1.65M 1.23%
47,263
+1,789
29
$1.46M 1.09%
16,764
+637
30
$1.46M 1.09%
40,245
+1,483
31
$1.46M 1.09%
7,249
+228
32
$1.44M 1.08%
17,769
+612
33
$1.39M 1.04%
78,394
-1,766
34
$1.38M 1.03%
64,059
+1,638
35
$1.25M 0.94%
13,004
+280
36
$1.21M 0.91%
86,911
+5,171
37
$1.18M 0.89%
3,532
+20
38
$1.16M 0.87%
33,992
+1,877
39
$1.14M 0.85%
34,219
+11,276
40
$1.1M 0.82%
2,868
+276
41
$983K 0.74%
36,706
+560
42
$954K 0.71%
12,052
+4
43
$924K 0.69%
5,589
44
$772K 0.58%
65,665
-134
45
$758K 0.57%
25,334
+668
46
$755K 0.57%
16,610
+130
47
$725K 0.54%
8,893
48
$695K 0.52%
1,241
+308
49
$683K 0.51%
9,488
+1,148
50
$640K 0.48%
16,002
+5,935
1
2
3 4