SWM

Sculati Wealth Management Portfolio holdings

AUM $284M
1-Year Est. Return 19.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.24M
3
+$2.2M
4
SCUS
Schwab Ultra-Short Income ETF
SCUS
+$1.28M
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.27M

Top Sells

1
+$2.48M
2
+$1.53M
3
+$1.49M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.4M
5
MRK icon
Merck
MRK
+$736K

Sector Composition

1 Financials 20.1%
2 Technology 15.45%
3 Consumer Discretionary 8.11%
4 Communication Services 6.72%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$479K 0.19%
24,472
+1,423
77
$439K 0.17%
6,103
-1,771
78
$438K 0.17%
17,641
79
$427K 0.17%
19,408
-13,401
80
$421K 0.17%
100
81
$420K 0.17%
3,584
-4
82
$420K 0.17%
26,590
-19,515
83
$413K 0.16%
5,254
84
$401K 0.16%
+3,480
85
$401K 0.16%
37,955
+1,890
86
$372K 0.15%
1,791
87
$369K 0.15%
756
-31
88
$366K 0.15%
709
89
$350K 0.14%
4,335
-2,379
90
$325K 0.13%
802
-144
91
$304K 0.12%
+775
92
$303K 0.12%
3,780
93
$300K 0.12%
8,190
-4,620
94
$287K 0.11%
2,101
95
$285K 0.11%
2,883
-3,184
96
$280K 0.11%
6,113
97
$269K 0.11%
1,056
-564
98
$259K 0.1%
+1,125
99
$241K 0.1%
991
100
$236K 0.09%
1,450
1 2 3
4
5