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
$253M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$890K
2
+$490K
3
+$471K
4
SCUS
Schwab Ultra-Short Income ETF
SCUS
+$418K
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$370K

Top Sells

1
+$1.15M
2
+$579K
3
+$300K
4
AAPL icon
Apple
AAPL
+$249K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$239K

Sector Composition

1 Financials 21.27%
2 Technology 15.57%
3 Consumer Discretionary 8.34%
4 Communication Services 7.02%
5 Industrials 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$490K 0.19%
+22,205
77
$475K 0.19%
24,472
78
$454K 0.18%
4,320
79
$447K 0.18%
4,902
-840
80
$414K 0.16%
1,143
+368
81
$401K 0.16%
21,924
-4,666
82
$387K 0.15%
3,640
-140
83
$386K 0.15%
756
84
$386K 0.15%
3,584
85
$373K 0.15%
16,383
-3,025
86
$371K 0.15%
16,266
-1,375
87
$361K 0.14%
1,791
88
$353K 0.14%
709
89
$348K 0.14%
3,855
-480
90
$334K 0.13%
5,368
-735
91
$328K 0.13%
812
92
$313K 0.12%
11,902
+4,485
93
$310K 0.12%
798
-4
94
$297K 0.12%
30,041
-7,914
95
$294K 0.12%
330
96
$292K 0.12%
6,113
97
$289K 0.11%
878
-178
98
$271K 0.11%
2,101
99
$242K 0.1%
1,125
100
$240K 0.09%
991
1 2 3
4
5