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
$175M
AUM Growth
-$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$590K
2
+$485K
3
+$450K
4
TPC
Tutor Perini Cor
TPC
+$317K
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$281K

Top Sells

1
+$458K
2
+$415K
3
+$341K
4
IRM icon
Iron Mountain
IRM
+$336K
5
NEM icon
Newmont
NEM
+$307K

Sector Composition

1 Financials 19.89%
2 Technology 13.9%
3 Consumer Discretionary 7.28%
4 Communication Services 7.1%
5 Healthcare 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 1.13%
48,843
+558
27
$1.95M 1.11%
11,152
28
$1.91M 1.09%
106,295
+3,490
29
$1.89M 1.08%
50,630
+1,940
30
$1.83M 1.05%
24,003
-620
31
$1.77M 1.01%
52,129
+710
32
$1.76M 1.01%
4,104
+74
33
$1.72M 0.98%
13,595
34
$1.7M 0.97%
49,656
35
$1.69M 0.97%
49,118
+975
36
$1.66M 0.95%
26,401
+1,032
37
$1.65M 0.94%
10,199
+133
38
$1.64M 0.93%
13,911
+175
39
$1.6M 0.91%
17,545
-931
40
$1.58M 0.9%
16,742
+375
41
$1.53M 0.88%
13,610
+100
42
$1.52M 0.87%
71,724
+3,367
43
$1.51M 0.86%
72,084
-11,933
44
$1.46M 0.83%
3,861
+7
45
$1.45M 0.83%
29,809
-6,912
46
$1.44M 0.82%
68,566
+3,036
47
$1.4M 0.8%
15,142
+635
48
$1.34M 0.76%
17,171
-7
49
$1.33M 0.76%
50,553
+1,103
50
$1.31M 0.75%
46,350
+3,895
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