SWM

Sculati Wealth Management Portfolio holdings

AUM $284M
1-Year Est. Return 19.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.35M
3
+$5.69M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$4.36M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.77M

Top Sells

1
+$13.1M
2
+$6.02M
3
+$5.85M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$5.16M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$4.31M

Sector Composition

1 Financials 21.56%
2 Technology 13.84%
3 Consumer Discretionary 7.65%
4 Communication Services 7.11%
5 Industrials 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.66M 0.62%
2,131
+300
52
$1.64M 0.62%
4,231
-16
53
$1.57M 0.59%
18,064
+776
54
$1.56M 0.58%
11,749
-235
55
$1.45M 0.55%
49,801
-16,746
56
$1.43M 0.54%
6,003
-564
57
$1.42M 0.53%
3,179
+242
58
$1.36M 0.51%
10,565
-14,218
59
$1.34M 0.5%
37,628
+1,261
60
$1.34M 0.5%
3,754
+768
61
$1.34M 0.5%
19,640
-28,802
62
$1.28M 0.48%
13,965
-565
63
$1.22M 0.46%
1,747
+365
64
$1.2M 0.45%
16,941
+484
65
$1.18M 0.44%
450
66
$1.14M 0.43%
50,258
-33,558
67
$1.09M 0.41%
184,390
-3,155
68
$1.08M 0.41%
38,479
-9,140
69
$1.03M 0.39%
8,721
+1,156
70
$1.02M 0.38%
4,463
+2,672
71
$986K 0.37%
3,830
-165
72
$948K 0.36%
37,457
-4,576
73
$929K 0.35%
6,998
-1,720
74
$923K 0.35%
2,715
+840
75
$813K 0.31%
1,805
+674
1 2
3
4 5