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 | -3.9% |
| 2 | MO | ALTRIA GROUP INC | Consumer Defensive | 3,225.0 | $213K | 0.08% | NEW | — | $65.99 | +5.1% |
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
23.9%
Technology
21.9%
Consumer Cyclical
12.6%
Industrials
11.3%
Communication Services
9.4%
Healthcare
8.5%
Energy
3.9%
Utilities
3.2%
Consumer Defensive
3.0%
Real Estate
2.2%