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

Top Buys

1
+$4.33M
2
+$3.33M
3
+$3.14M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$898K
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$668K

Top Sells

1
+$3.6M
2
+$2.87M
3
+$2.61M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.39M
5
GE icon
GE Aerospace
GE
+$651K

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
101
– –
-4,394
102
– –
-4,050
103
– –
-442
1 2 3 4
5