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
$251M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.34M
3
+$2.27M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.28M
5
SCUS
Schwab Ultra-Short Income ETF
SCUS
+$1.28M

Top Sells

1
+$2.56M
2
+$1.58M
3
+$1.55M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.46M
5
MRK icon
Merck
MRK
+$703K

Sector Composition

1 Financials 20.1%
2 Technology 15.45%
3 Consumer Discretionary 8.11%
4 Communication Services 6.72%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.52%
50,770
-61,452
52
$1.28M 0.51%
+23,973
53
$1.28M 0.51%
+50,759
54
$1.27M 0.51%
30,507
+2,584
55
$1.25M 0.5%
14,192
+2,269
56
$1.24M 0.5%
1,402
+586
57
$1.2M 0.48%
8,893
58
$1.18M 0.47%
2,531
+579
59
$1.15M 0.46%
54,293
-205
60
$970K 0.39%
36,216
-54,399
61
$936K 0.37%
4,961
-1,712
62
$923K 0.37%
450
63
$886K 0.35%
6,085
-3,441
64
$880K 0.35%
7,246
+5,186
65
$873K 0.35%
42,263
+476
66
$868K 0.35%
29,982
-22,409
67
$841K 0.34%
35,861
-13,121
68
$765K 0.31%
7,580
-4,915
69
$673K 0.27%
1,275
70
$621K 0.25%
+1,875
71
$599K 0.24%
+948
72
$560K 0.22%
5,742
-3,199
73
$547K 0.22%
4,049
-650
74
$513K 0.2%
4,320
-550
75
$499K 0.2%
11,659
1 2
3
4 5