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
$112M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$4.92M
3 +$4.84M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.2M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.94M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.39%
2 Technology 14.11%
3 Consumer Discretionary 11.48%
4 Communication Services 10.05%
5 Industrials 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$11.4M 10.26%
+50,542
2
$4.92M 4.42%
+67,068
3
$4.84M 4.34%
+241,518
4
$4.2M 3.77%
+222,136
5
$3.94M 3.53%
+339,232
6
$2.99M 2.68%
+18,942
7
$2.75M 2.46%
+29,720
8
$2.45M 2.2%
+40,999
9
$2.45M 2.19%
+122,103
10
$2.06M 1.84%
+23,390
11
$2M 1.79%
+215,132
12
$1.96M 1.76%
+13,547
13
$1.76M 1.58%
+5,418
14
$1.76M 1.58%
+76,726
15
$1.76M 1.58%
+28,715
16
$1.76M 1.58%
+12,624
17
$1.75M 1.57%
+26,120
18
$1.68M 1.5%
+7,232
19
$1.66M 1.48%
+56,116
20
$1.64M 1.47%
+32,131
21
$1.63M 1.46%
+7,936
22
$1.62M 1.45%
+11,102
23
$1.61M 1.44%
+28,764
24
$1.51M 1.35%
+12,605
25
$1.5M 1.35%
+37,995