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
101
$234K 0.09%
3,300
102
$222K 0.09%
1,100
103
$215K 0.09%
+3,162
104
$212K 0.08%
+812
105
$211K 0.08%
+7,417
106
$180K 0.07%
33,695
107
$120K 0.05%
10,705
-230
108
$61.8K 0.02%
11,526
109
– –
-1,126
110
– –
-19,205
1 2 3 4
5