SWM
Sculati Wealth Management Portfolio holdings
AUM
$284M
1-Year Est. Return
20.12%
1 Year Est. Return
+20.12%
AUM
$284M
AUM Growth
+$17.4M
(+6.5%)
Holding
129
Top Buys
| 1 | +$2.67M | |
| 2 | +$1.65M | |
| 3 | +$1.64M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.55M |
| 5 |
Dimensional International Value ETF
DFIV
|
+$1.48M |
Top Sells
| 1 | +$4M | |
| 2 | +$2.11M | |
| 3 | +$1.91M | |
| 4 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
+$1.72M |
| 5 |
Invesco S&P SmallCap Low Volatility ETF
XSLV
|
+$1.61M |
Sector Composition
| 1 | Financials | 21.11% |
| 2 | Technology | 14.44% |
| 3 | Communication Services | 7.21% |
| 4 | Consumer Discretionary | 7.17% |
| 5 | Industrials | 5.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Philip Morris
PM
$241B
| – | – |
-1,200
|
|
||
127
Regeneron Pharmaceuticals
REGN
$78B
| – | – |
-754
|
|
||
128
Sprouts Farmers Market
SFM
$8.26B
| – | – |
-1,600
|
|