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
$189M
AUM Growth
+$5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.3M
3
+$395K
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$332K
5
DTM icon
DT Midstream
DTM
+$314K

Top Sells

1
+$1.89M
2
+$1.12M
3
+$750K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$455K
5
DTE icon
DTE Energy
DTE
+$266K

Sector Composition

1 Financials 19.03%
2 Technology 14.53%
3 Consumer Discretionary 10.27%
4 Communication Services 8.57%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 1.21%
13,876
+201
27
$2.23M 1.18%
51,740
+2,540
28
$2.17M 1.15%
46,806
+576
29
$2.17M 1.15%
13,245
30
$2.13M 1.13%
13,169
+103
31
$1.97M 1.04%
36,518
+582
32
$1.96M 1.04%
96,350
+800
33
$1.87M 0.99%
17,893
+165
34
$1.8M 0.95%
41,326
+224
35
$1.65M 0.88%
51,267
+10,318
36
$1.65M 0.87%
3,848
+6
37
$1.57M 0.83%
+44,251
38
$1.52M 0.8%
13,594
-2,379
39
$1.5M 0.8%
65,894
-1,416
40
$1.5M 0.8%
73,716
+1,990
41
$1.45M 0.77%
14,239
+185
42
$1.45M 0.77%
19,238
+1,826
43
$1.35M 0.72%
17,460
-60
44
$1.35M 0.72%
40,515
+1,555
45
$1.31M 0.7%
4,126
+682
46
$1.3M 0.69%
+20,242
47
$1.25M 0.66%
2,067
+105
48
$1.24M 0.66%
3,604
+166
49
$1.23M 0.65%
95,396
+17,904
50
$1.23M 0.65%
5,584
-420
1
2
3 4 5