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
$189M
AUM Growth
+$5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.3M
3
+$395K
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$332K
5
DTM icon
DT Midstream
DTM
+$314K

Top Sells

1
+$1.89M
2
+$1.12M
3
+$750K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$455K
5
DTE icon
DTE Energy
DTE
+$266K

Sector Composition

1 Financials 19.03%
2 Technology 14.53%
3 Consumer Discretionary 10.27%
4 Communication Services 8.57%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.65%
61,790
-155
52
$1.19M 0.63%
22,725
+3,054
53
$1.18M 0.62%
5,273
+628
54
$1.15M 0.61%
45,731
+2,705
55
$1.14M 0.61%
65,014
+335
56
$1.13M 0.6%
12,644
+1,962
57
$1.03M 0.55%
1,788
+315
58
$1.02M 0.54%
34,082
+1,920
59
$1.02M 0.54%
19,170
+690
60
$1.02M 0.54%
8,893
61
$1.01M 0.54%
7,580
+200
62
$927K 0.49%
43,606
+4,560
63
$879K 0.47%
16,629
64
$879K 0.47%
1,492
+171
65
$857K 0.45%
39,828
+1,055
66
$843K 0.45%
39,963
+415
67
$834K 0.44%
15,361
+2,380
68
$827K 0.44%
9,829
+372
69
$813K 0.43%
6,000
-100
70
$761K 0.4%
12,280
71
$757K 0.4%
451
72
$745K 0.39%
3,562
+80
73
$738K 0.39%
14,058
+648
74
$684K 0.36%
11,659
75
$677K 0.36%
12,557
-335
1 2
3
4 5