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
101
$216K 0.09%
2,437
-446
102
$216K 0.09%
+3,074
103
$203K 0.08%
+1,600
104
$202K 0.08%
1,450
105
$143K 0.06%
33,155
-540
106
– –
-1,100
107
– –
-8,190
108
– –
-3,162
109
– –
-10,705
110
– –
-11,526
111
– –
-54,293
1 2 3 4
5