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
$207M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$714K
3
+$565K
4
ARKK icon
ARK Innovation ETF
ARKK
+$425K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$288K

Top Sells

1
+$843K
2
+$303K
3
+$98.5K
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$73.2K
5
PG icon
Procter & Gamble
PG
+$32.7K

Sector Composition

1 Financials 18.64%
2 Technology 15.02%
3 Consumer Discretionary 9.88%
4 Communication Services 7.81%
5 Healthcare 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$704K 0.34%
1,695
-32
77
$683K 0.33%
11,659
78
$608K 0.29%
451
79
$523K 0.25%
4,344
+4
80
$512K 0.25%
13,102
-12
81
$502K 0.24%
22,911
+2,110
82
$438K 0.21%
3,648
-610
83
$425K 0.21%
+4,488
84
$407K 0.2%
2,237
+189
85
$371K 0.18%
6,608
86
$368K 0.18%
565
87
$326K 0.16%
6,795
88
$310K 0.15%
802
89
$309K 0.15%
2,321
90
$306K 0.15%
3,027
+560
91
$299K 0.14%
1,791
92
$288K 0.14%
3,162
93
$260K 0.13%
+738
94
$249K 0.12%
900
95
$246K 0.12%
+11,288
96
$245K 0.12%
1,498
-200
97
$240K 0.12%
100
98
$236K 0.11%
929
99
$234K 0.11%
+589
100
$229K 0.11%
4,842
1 2 3
4
5