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
$207M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$714K
3
+$565K
4
ARKK icon
ARK Innovation ETF
ARKK
+$425K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$288K

Top Sells

1
+$843K
2
+$303K
3
+$98.5K
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$73.2K
5
PG icon
Procter & Gamble
PG
+$32.7K

Sector Composition

1 Financials 18.64%
2 Technology 15.02%
3 Consumer Discretionary 9.88%
4 Communication Services 7.81%
5 Healthcare 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.59%
5,646
+373
52
$1.21M 0.58%
46,261
+2,655
53
$1.17M 0.57%
47,584
+1,853
54
$1.16M 0.56%
65,272
+258
55
$1.16M 0.56%
19,784
-458
56
$1.15M 0.56%
20,352
+1,182
57
$1.15M 0.55%
17,260
-200
58
$1.15M 0.55%
61,690
-100
59
$1.13M 0.54%
7,780
+200
60
$1.12M 0.54%
5,584
61
$1.11M 0.54%
37,547
+3,465
62
$1.1M 0.53%
1,940
+152
63
$1.09M 0.53%
8,893
64
$1.07M 0.52%
17,336
+1,975
65
$1.02M 0.49%
1,624
+132
66
$976K 0.47%
4,361
+235
67
$963K 0.47%
10,594
+765
68
$932K 0.45%
3,602
+40
69
$915K 0.44%
16,916
+287
70
$895K 0.43%
15,312
+1,254
71
$846K 0.41%
6,140
+140
72
$842K 0.41%
12,280
73
$793K 0.38%
38,172
-317
74
$730K 0.35%
12,570
+4,955
75
$706K 0.34%
12,215
-342
1 2
3
4 5