SWM

Sculati Wealth Management Portfolio holdings

AUM $271M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.6M
3
+$1.59M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.51M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$1.44M

Top Sells

1
+$3.85M
2
+$1.88M
3
+$1.8M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.7M
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$1.61M

Sector Composition

1 Financials 21.11%
2 Technology 14.44%
3 Communication Services 7.21%
4 Consumer Discretionary 7.17%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.56%
49,665
-136
52
$1.54M 0.54%
4,107
+353
53
$1.51M 0.53%
4,275
+44
54
$1.47M 0.52%
17,619
-85
55
$1.46M 0.51%
1,924
+177
56
$1.38M 0.49%
29,860
-34,711
57
$1.38M 0.49%
29,472
+16,051
58
$1.32M 0.47%
13,965
59
$1.3M 0.46%
3,328
+149
60
$1.21M 0.43%
18,986
-27,082
61
$1.19M 0.42%
37,728
+100
62
$1.17M 0.41%
5,314
+851
63
$1.17M 0.41%
16,754
-187
64
$1.17M 0.41%
9,430
+709
65
$1.15M 0.41%
3,830
66
$1.12M 0.4%
37,954
-525
67
$1.12M 0.39%
3,190
+475
68
$1.11M 0.39%
190,898
+6,508
69
$1.05M 0.37%
450
70
$1.01M 0.36%
36,336
-1,121
71
$994K 0.35%
6,998
72
$993K 0.35%
43,029
-7,229
73
$947K 0.33%
5,322
-681
74
$913K 0.32%
3,237
+818
75
$898K 0.32%
2,080
+275
1 2
3
4 5