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 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
101
-4,394
102
-4,050
103
-442