SWM
Sculati Wealth Management Portfolio holdings
AUM
$266M
This Quarter Return
+7.57%
1 Year Return
+19.38%
3 Year Return
+76.67%
5 Year Return
+130.04%
10 Year Return
–
AUM
$174M
AUM Growth
+$174M
(+14%)
Cap. Flow
+$11.2M
Cap. Flow
% of AUM
6.45%
Top 10 Holdings %
Top 10 Hldgs %
35.4%
Holding
124
New
17
Increased
42
Reduced
26
Closed
10
Top Buys
| 1 |
DTE Energy
DTE
|
$1.79M |
| 2 |
Unum
UNM
|
$1.03M |
| 3 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
$969K |
| 4 |
Coca-Cola
KO
|
$923K |
| 5 |
Ingredion
INGR
|
$895K |
Top Sells
| 1 |
Novartis
NVS
|
$1.53M |
| 2 |
Apple
AAPL
|
$840K |
| 3 |
BP
BP
|
$526K |
| 4 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$464K |
| 5 |
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
|
$436K |
Sector Composition
| 1 | Financials | 18.34% |
| 2 | Technology | 14.44% |
| 3 | Consumer Discretionary | 9.85% |
| 4 | Communication Services | 8.54% |
| 5 | Industrials | 4.32% |
