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
$234M
AUM Growth
+$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$3.32M
3
+$3.17M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$915K
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$675K

Top Sells

1
+$3.84M
2
+$2.87M
3
+$2.59M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.38M
5
TPC
Tutor Perini Cor
TPC
+$710K

Sector Composition

1 Financials 19.79%
2 Technology 16.17%
3 Consumer Discretionary 8.27%
4 Communication Services 7.37%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.84M 1.21%
109,470
-99,762
27
$2.66M 1.14%
112,222
-121,104
28
$2.62M 1.12%
10,207
+53
29
$2.47M 1.05%
41,095
+10,821
30
$2.41M 1.03%
5,909
-120
31
$2.39M 1.02%
114,595
-1,149
32
$2.38M 1.02%
16,260
-74
33
$2.33M 0.99%
17,006
+156
34
$2.28M 0.97%
19,999
+5,920
35
$2.25M 0.96%
7,524
-16
36
$2.24M 0.96%
90,615
-96,576
37
$2.18M 0.93%
11,972
-40
38
$2.18M 0.93%
8,294
-81
39
$2.15M 0.92%
3,865
+11
40
$2.13M 0.91%
3,916
-6
41
$2.11M 0.9%
2,009
-38
42
$1.96M 0.84%
57,162
+980
43
$1.94M 0.83%
37,910
+2,310
44
$1.88M 0.81%
18,982
+267
45
$1.85M 0.79%
6,388
+68
46
$1.8M 0.77%
37,884
+775
47
$1.76M 0.75%
9,659
+371
48
$1.71M 0.73%
41,429
+1,978
49
$1.52M 0.65%
48,982
+2,684
50
$1.48M 0.63%
13,319
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