SWM

Sculati Wealth Management Portfolio holdings

AUM $284M
1-Year Est. Return 20.12%
This Quarter Est. Return
1 Year Est. Return
+20.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$4.92M
3
+$4.84M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.2M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.94M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.39%
2 Technology 14.11%
3 Consumer Discretionary 11.48%
4 Communication Services 10.05%
5 Industrials 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$213K 0.19%
+3,850
77
$213K 0.19%
+2,306
78
$206K 0.18%
+4,132
79
$205K 0.18%
+100
80
$201K 0.18%
+1,766
81
$186K 0.17%
+1,062
82
$105K 0.09%
+2,975
83
– –
0
1 2 3
4