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
$134M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$851K
2
+$814K
3
+$374K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$352K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$276K

Top Sells

1
+$258K
2
+$251K
3
+$121K
4
SHOP icon
Shopify
SHOP
+$102K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$74.2K

Sector Composition

1 Technology 17.54%
2 Financials 17%
3 Consumer Discretionary 10.99%
4 Communication Services 8.6%
5 Healthcare 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$632K 0.47%
20,358
+572
52
$630K 0.47%
2,268
+25
53
$614K 0.46%
6,000
-1,000
54
$601K 0.45%
79,867
55
$568K 0.43%
23,954
+11,652
56
$508K 0.38%
7,665
+2,258
57
$502K 0.38%
14,450
+1,925
58
$489K 0.37%
27,987
-100
59
$488K 0.37%
451
60
$466K 0.35%
6,360
+780
61
$464K 0.35%
11,779
62
$457K 0.34%
1,644
+80
63
$451K 0.34%
22,567
+8,659
64
$449K 0.34%
14,679
+38
65
$444K 0.33%
24,071
+3,001
66
$444K 0.33%
11,659
67
$435K 0.33%
19,619
+9,219
68
$435K 0.33%
19,932
+9,387
69
$433K 0.32%
19,883
+9,383
70
$428K 0.32%
20,086
+9,419
71
$415K 0.31%
9,966
+3,146
72
$381K 0.29%
4,045
-1,285
73
$364K 0.27%
20,757
+270
74
$358K 0.27%
1,500
75
$353K 0.26%
565
1 2
3
4