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
$234M
AUM Growth
+$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$3.32M
3
+$3.17M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$915K
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$675K

Top Sells

1
+$3.84M
2
+$2.87M
3
+$2.59M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.38M
5
TPC
Tutor Perini Cor
TPC
+$710K

Sector Composition

1 Financials 19.79%
2 Technology 16.17%
3 Consumer Discretionary 8.27%
4 Communication Services 7.37%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.63%
52,391
-1,596
52
$1.31M 0.56%
9,526
-2,004
53
$1.26M 0.54%
16,260
-150
54
$1.16M 0.5%
178,868
+7,709
55
$1.15M 0.49%
54,498
-807
56
$1.13M 0.48%
12,495
-633
57
$1.09M 0.47%
27,923
+4,721
58
$1.08M 0.46%
8,893
59
$1.06M 0.45%
6,673
-4,078
60
$941K 0.4%
11,954
+3,527
61
$915K 0.39%
1,952
+507
62
$899K 0.38%
11,923
+1,156
63
$855K 0.37%
41,787
+2,741
64
$740K 0.32%
450
-1
65
$739K 0.32%
816
66
$696K 0.3%
8,941
-1,350
67
$656K 0.28%
4,699
68
$647K 0.28%
6,067
-2,990
69
$643K 0.27%
46,105
-5,330
70
$627K 0.27%
32,809
-12,772
71
$556K 0.24%
1,275
72
$501K 0.21%
7,874
-97
73
$458K 0.2%
17,641
-1,644
74
$455K 0.19%
6,714
-1,740
75
$453K 0.19%
11,659
1 2
3
4 5