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
$251M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.34M
3
+$2.27M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.28M
5
SCUS
Schwab Ultra-Short Income ETF
SCUS
+$1.28M

Top Sells

1
+$2.56M
2
+$1.58M
3
+$1.55M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.46M
5
MRK icon
Merck
MRK
+$703K

Sector Composition

1 Financials 20.1%
2 Technology 15.45%
3 Consumer Discretionary 8.11%
4 Communication Services 6.72%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.78M 1.11%
5,911
+2
27
$2.73M 1.09%
42,097
-576
28
$2.57M 1.03%
15,865
-395
29
$2.3M 0.92%
56,613
-549
30
$2.3M 0.92%
38,701
+791
31
$2.29M 0.91%
16,809
-197
32
$2.29M 0.91%
109,155
-5,440
33
$2.27M 0.91%
87,124
-98,372
34
$2.27M 0.9%
8,239
-55
35
$2.25M 0.9%
3,916
36
$2.12M 0.84%
18,647
-6,193
37
$2.09M 0.83%
1,991
-18
38
$2.05M 0.82%
3,956
+91
39
$2.02M 0.8%
7,429
-95
40
$2.02M 0.8%
6,668
+280
41
$1.98M 0.79%
11,962
-10
42
$1.79M 0.72%
18,638
-344
43
$1.79M 0.71%
39,870
-1,559
44
$1.7M 0.68%
33,379
-4,505
45
$1.58M 0.63%
12,329
-990
46
$1.48M 0.59%
53,607
-55,863
47
$1.45M 0.58%
9,533
-126
48
$1.43M 0.57%
15,810
-450
49
$1.33M 0.53%
171,541
-7,327
50
$1.31M 0.52%
14,526
+2,572
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