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
$253M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$890K
2
+$490K
3
+$471K
4
SCUS
Schwab Ultra-Short Income ETF
SCUS
+$418K
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$370K

Top Sells

1
+$1.15M
2
+$579K
3
+$300K
4
AAPL icon
Apple
AAPL
+$249K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$239K

Sector Composition

1 Financials 21.27%
2 Technology 15.57%
3 Consumer Discretionary 8.34%
4 Communication Services 7.02%
5 Industrials 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.49%
14,910
-900
52
$1.19M 0.47%
1,542
+140
53
$1.17M 0.46%
14,701
+175
54
$1.17M 0.46%
8,893
55
$1.16M 0.46%
30,792
+285
56
$1.1M 0.44%
168,748
-2,793
57
$1.09M 0.43%
14,387
+195
58
$1.06M 0.42%
7,867
+621
59
$1.03M 0.41%
2,556
+25
60
$887K 0.35%
34,008
-2,208
61
$873K 0.34%
42,257
-6
62
$811K 0.32%
4,865
-96
63
$781K 0.31%
5,911
-174
64
$765K 0.3%
450
65
$755K 0.3%
2,275
+400
66
$696K 0.28%
1,094
+146
67
$655K 0.26%
24,677
-5,305
68
$614K 0.24%
6,417
-1,163
69
$599K 0.24%
29,881
-5,980
70
$598K 0.24%
1,275
71
$541K 0.21%
4,049
72
$522K 0.21%
5,254
73
$506K 0.2%
11,659
74
$497K 0.2%
100
75
$493K 0.19%
4,575
+1,095
1 2
3
4 5