SWM

Sculati Wealth Management Portfolio holdings

AUM $284M
1-Year Est. Return 20.12%
This Quarter Est. Return
1 Year Est. Return
+20.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$4.92M
3
+$4.84M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.2M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.94M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.39%
2 Technology 14.11%
3 Consumer Discretionary 11.48%
4 Communication Services 10.05%
5 Industrials 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$658K 0.59%
+4,449
52
$657K 0.59%
+11,659
53
$632K 0.57%
+5,620
54
$628K 0.56%
+3,235
55
$551K 0.49%
+4,574
56
$521K 0.47%
+9,920
57
$510K 0.46%
+8,500
58
$488K 0.44%
+11,484
59
$471K 0.42%
+7,814
60
$470K 0.42%
+3,667
61
$414K 0.37%
+12,935
62
$410K 0.37%
+6,908
63
$401K 0.36%
+3,220
64
$367K 0.33%
+9,112
65
$284K 0.25%
+12,719
66
$282K 0.25%
+4,042
67
$278K 0.25%
+7,000
68
$276K 0.25%
+802
69
$274K 0.25%
+565
70
$268K 0.24%
+468
71
$257K 0.23%
+3,413
72
$250K 0.22%
+2,258
73
$244K 0.22%
+1,150
74
$233K 0.21%
+5,506
75
$220K 0.2%
+1,752
1 2
3
4