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
1
$22.7M 8.97%
50,063
-116
2
$20.5M 8.12%
76,147
+1,746
3
$14.7M 5.81%
58,707
-994
4
$10.5M 4.16%
241,939
+5,059
5
$9M 3.56%
190,575
+5,746
6
$8.22M 3.25%
19,499
-443
7
$8.18M 3.23%
37,273
-190
8
$8M 3.16%
131,540
+6,080
9
$7.22M 2.85%
248,475
+6,200
10
$5.01M 1.98%
8,553
11
$4.87M 1.92%
28,237
-364
12
$4.68M 1.85%
28,063
-570
13
$4.64M 1.84%
19,375
-370
14
$4.59M 1.81%
8,008
-105
15
$4.53M 1.79%
23,803
16
$4.12M 1.63%
32,774
-1,063
17
$3.8M 1.5%
3,582
-26
18
$3.39M 1.34%
10,143
-75
19
$3.37M 1.33%
13,663
-312
20
$3.3M 1.31%
3,606
-22
21
$3.17M 1.25%
130,869
-23,943
22
$3.15M 1.25%
47,671
+271
23
$3.1M 1.23%
41,905
-192
24
$2.96M 1.17%
24,002
+97
25
$2.84M 1.12%
38,901
+200
1
2 3 4 5