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
$207M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$714K
3
+$565K
4
ARKK icon
ARK Innovation ETF
ARKK
+$425K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$288K

Top Sells

1
+$843K
2
+$303K
3
+$98.5K
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$73.2K
5
PG icon
Procter & Gamble
PG
+$32.7K

Sector Composition

1 Financials 18.64%
2 Technology 15.02%
3 Consumer Discretionary 9.88%
4 Communication Services 7.81%
5 Healthcare 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 1.17%
46,993
+1,139
27
$2.29M 1.11%
47,532
+726
28
$2.2M 1.06%
42,061
+735
29
$2.19M 1.06%
14,142
+266
30
$2.14M 1.03%
18,248
+355
31
$2.08M 1.01%
98,235
+1,885
32
$2.07M 1%
13,059
-186
33
$2.05M 0.99%
13,456
+287
34
$1.9M 0.92%
36,635
+117
35
$1.88M 0.91%
60,568
+9,301
36
$1.83M 0.88%
3,854
+6
37
$1.79M 0.86%
15,229
+990
38
$1.72M 0.83%
65,168
-726
39
$1.66M 0.8%
44,805
+554
40
$1.63M 0.79%
13,594
41
$1.55M 0.75%
20,271
+1,033
42
$1.44M 0.7%
24,301
+1,576
43
$1.42M 0.68%
66,255
+26,427
44
$1.41M 0.68%
43,173
+2,658
45
$1.41M 0.68%
75,784
+2,068
46
$1.39M 0.67%
2,198
+131
47
$1.37M 0.66%
3,844
+240
48
$1.36M 0.66%
63,427
+33,281
49
$1.29M 0.62%
97,981
+2,585
50
$1.28M 0.62%
13,248
+604
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2
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