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
$189M
AUM Growth
+$5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.3M
3
+$395K
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$332K
5
DTM icon
DT Midstream
DTM
+$314K

Top Sells

1
+$1.89M
2
+$1.12M
3
+$750K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$455K
5
DTE icon
DTE Energy
DTE
+$266K

Sector Composition

1 Financials 19.03%
2 Technology 14.53%
3 Consumer Discretionary 10.27%
4 Communication Services 8.57%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.7M 7.28%
50,348
-280
2
$8.63M 4.57%
61,019
-339
3
$7.45M 3.95%
172,527
+1,854
4
$6.17M 3.27%
333,416
-4,864
5
$5.92M 3.14%
20,992
-202
6
$5.84M 3.09%
35,560
+140
7
$5.67M 3.01%
222,039
-3,129
8
$5.41M 2.86%
215,984
-1,600
9
$5.35M 2.83%
26,622
+1,025
10
$3.52M 1.87%
26,440
-140
11
$3.49M 1.85%
35,828
-620
12
$3.43M 1.82%
8,478
-32
13
$3.34M 1.77%
9,844
-151
14
$3.25M 1.72%
144,339
+1,620
15
$2.87M 1.52%
24,657
-1,207
16
$2.87M 1.52%
39,379
+172
17
$2.83M 1.5%
25,664
+200
18
$2.83M 1.5%
32,459
+125
19
$2.83M 1.5%
15,516
+120
20
$2.79M 1.48%
7,367
-10
21
$2.7M 1.43%
15,969
+94
22
$2.44M 1.29%
45,854
+160
23
$2.34M 1.24%
49,673
+2,882
24
$2.33M 1.23%
14,415
+187
25
$2.29M 1.22%
11,313
-194
1
2 3 4 5