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
101
$38K 0.02%
3,125
+150
102
– –
-1,055
103
– –
-2,947
104
– –
-2,991
105
– –
-3,420
106
– –
-2,115
107
– –
-750
108
– –
-30,164
109
– –
-9,049
110
– –
-37,142
1 2 3 4
5