Portfolio (Quarterly)
Guide ↗
Sculati Wealth Management, LLC
· CIK 0001803397| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | POWR | ISHARES INC | — | 8,180.0 | $215K | 0.08% | NEW | — | $26.23 | +5.1% |
| 2 | MO | ALTRIA GROUP INC | Consumer Defensive | 3,225.0 | $213K | 0.08% | NEW | — | $65.99 | +11.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
22.9%
Technology
21.0%
Communication Services
13.4%
Consumer Cyclical
12.1%
Industrials
10.8%
Healthcare
8.1%
Energy
3.7%
Utilities
3.1%
Consumer Defensive
2.9%
Real Estate
2.1%