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
$178M
AUM Growth
+$8.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$932K
3
+$894K
4
SO icon
Southern Company
SO
+$644K
5
TPC
Tutor Perini Cor
TPC
+$612K

Top Sells

1
+$1.49M
2
+$1.41M
3
+$1.24M
4
JEF icon
Jefferies Financial Group
JEF
+$1.05M
5
BK icon
Bank of New York Mellon
BK
+$761K

Sector Composition

1 Financials 21.83%
2 Technology 13.86%
3 Consumer Discretionary 7.34%
4 Communication Services 5.69%
5 Healthcare 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.24%
30,971
+9,023
27
$2.19M 1.23%
10,997
-155
28
$2.14M 1.2%
28,801
+3,012
29
$2.03M 1.14%
53,217
+3,109
30
$2.01M 1.13%
108,988
+1,253
31
$1.81M 1.02%
13,767
-377
32
$1.79M 1%
28,103
+553
33
$1.76M 0.99%
49,530
-126
34
$1.73M 0.97%
42,170
-6,484
35
$1.59M 0.89%
2,199
36
$1.57M 0.88%
8,235
+1,934
37
$1.53M 0.86%
13,010
-70
38
$1.51M 0.85%
3,938
+70
39
$1.48M 0.83%
7,098
+667
40
$1.46M 0.82%
37,144
-4,561
41
$1.45M 0.81%
16,647
+52
42
$1.44M 0.81%
78,400
+2,924
43
$1.44M 0.81%
51,398
+3,553
44
$1.43M 0.81%
17,015
-170
45
$1.41M 0.79%
53,349
+2,404
46
$1.31M 0.74%
17,171
47
$1.31M 0.73%
14,326
-1,065
48
$1.3M 0.73%
61,300
-390
49
$1.28M 0.72%
183,261
+70,483
50
$1.24M 0.7%
59,180
-10,001
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2
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