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
$253M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$890K
2
+$490K
3
+$471K
4
SCUS
Schwab Ultra-Short Income ETF
SCUS
+$418K
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$370K

Top Sells

1
+$1.15M
2
+$579K
3
+$300K
4
AAPL icon
Apple
AAPL
+$249K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$239K

Sector Composition

1 Financials 21.27%
2 Technology 15.57%
3 Consumer Discretionary 8.34%
4 Communication Services 7.02%
5 Industrials 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 1.1%
57,605
-1,838
27
$2.77M 1.1%
7,246
-183
28
$2.72M 1.07%
18,759
-1,304
29
$2.59M 1.02%
8,192
-47
30
$2.5M 0.99%
5,878
-33
31
$2.44M 0.97%
111,642
+2,487
32
$2.3M 0.91%
3,917
+1
33
$2.26M 0.9%
11,962
34
$2.22M 0.88%
15,340
-525
35
$2.19M 0.87%
78,541
-8,583
36
$2.14M 0.84%
41,090
+17,117
37
$2.12M 0.84%
16,786
-23
38
$2.09M 0.83%
18,801
+163
39
$2.09M 0.82%
55,109
-1,504
40
$1.85M 0.73%
30,599
-2,780
41
$1.74M 0.69%
3,923
-33
42
$1.73M 0.69%
6,583
-85
43
$1.7M 0.67%
17,045
-1,602
44
$1.69M 0.67%
67,382
+16,623
45
$1.69M 0.67%
9,541
+8
46
$1.65M 0.65%
41,238
+1,368
47
$1.49M 0.59%
12,329
48
$1.46M 0.58%
52,512
-1,095
49
$1.39M 0.55%
1,953
-38
50
$1.25M 0.49%
48,343
-2,427
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