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
$234M
AUM Growth
+$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$3.32M
3
+$3.17M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$915K
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$675K

Top Sells

1
+$3.84M
2
+$2.87M
3
+$2.59M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.38M
5
TPC
Tutor Perini Cor
TPC
+$710K

Sector Composition

1 Financials 19.79%
2 Technology 16.17%
3 Consumer Discretionary 8.27%
4 Communication Services 7.37%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$452K 0.19%
36,065
-1,709
77
$442K 0.19%
23,049
+2,050
78
$436K 0.19%
4,870
79
$413K 0.18%
3,588
+200
80
$396K 0.17%
12,810
-6,680
81
$396K 0.17%
100
82
$384K 0.16%
19,205
-18,606
83
$382K 0.16%
1,791
84
$377K 0.16%
787
+10
85
$373K 0.16%
5,254
86
$326K 0.14%
946
87
$316K 0.14%
709
88
$278K 0.12%
+1,620
89
$260K 0.11%
1,100
90
$254K 0.11%
+2,060
91
$252K 0.11%
1,450
92
$250K 0.11%
3,780
93
$243K 0.1%
6,113
94
$223K 0.1%
330
-6
95
$219K 0.09%
1,126
-144
96
$215K 0.09%
2,101
-412
97
$213K 0.09%
991
98
$186K 0.08%
33,695
-4,130
99
$147K 0.06%
10,935
+892
100
$64K 0.03%
11,526
1 2 3
4
5