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
$189M
AUM Growth
+$5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.3M
3
+$395K
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$332K
5
DTM icon
DT Midstream
DTM
+$314K

Top Sells

1
+$1.89M
2
+$1.12M
3
+$750K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$455K
5
DTE icon
DTE Energy
DTE
+$266K

Sector Composition

1 Financials 19.03%
2 Technology 14.53%
3 Consumer Discretionary 10.27%
4 Communication Services 8.57%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$653K 0.35%
30,146
+1,050
77
$567K 0.3%
1,727
-17
78
$559K 0.3%
13,114
-1,129
79
$545K 0.29%
38,489
-1,930
80
$521K 0.28%
4,340
81
$465K 0.25%
20,801
82
$439K 0.23%
4,258
-600
83
$411K 0.22%
565
84
$395K 0.21%
+7,615
85
$393K 0.21%
6,608
86
$360K 0.19%
2,048
+81
87
$314K 0.17%
+6,795
88
$303K 0.16%
+3,480
89
$289K 0.15%
802
90
$271K 0.14%
2,321
91
$268K 0.14%
1,791
92
$259K 0.14%
3,162
93
$252K 0.13%
929
+23
94
$237K 0.13%
100
95
$237K 0.13%
1,698
-133
96
$232K 0.12%
2,467
97
$220K 0.12%
4,842
98
$211K 0.11%
+346
99
$208K 0.11%
900
100
$190K 0.1%
17,700
1 2 3
4
5