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
$199M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$486K
2
+$331K
3
+$319K
4
BF.A icon
Brown-Forman Class A
BF.A
+$291K
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$283K

Top Sells

1
+$649K
2
+$366K
3
+$328K
4
KO icon
Coca-Cola
KO
+$317K
5
PSR icon
Invesco Active US Real Estate Fund
PSR
+$284K

Sector Composition

1 Financials 19.35%
2 Technology 17.49%
3 Consumer Discretionary 8.55%
4 Communication Services 6.29%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 1.2%
42,186
+125
27
$2.2M 1.11%
60,036
+548
28
$2.2M 1.1%
55,989
+249
29
$2.06M 1.04%
109,827
-1,747
30
$2.05M 1.03%
9,694
-76
31
$1.92M 0.97%
9,098
+380
32
$1.89M 0.95%
7,974
+278
33
$1.84M 0.93%
3,276
-20
34
$1.75M 0.88%
13,816
-14
35
$1.74M 0.88%
3,926
-12
36
$1.72M 0.87%
3,521
-28
37
$1.72M 0.86%
17,324
-3,690
38
$1.69M 0.85%
55,201
+40
39
$1.68M 0.85%
3,125
-8
40
$1.66M 0.83%
49,574
-1,020
41
$1.64M 0.83%
14,844
+142
42
$1.64M 0.82%
23,325
-2,619
43
$1.63M 0.82%
5,010
+623
44
$1.54M 0.78%
2,144
-42
45
$1.54M 0.77%
17,193
-120
46
$1.48M 0.74%
30,927
-3,925
47
$1.46M 0.73%
13,236
+256
48
$1.42M 0.71%
16,786
-385
49
$1.37M 0.69%
28,785
+6,715
50
$1.34M 0.68%
27,675
+3,030
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