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
51
$1.31M 0.75%
2,209
-99
52
$1.3M 0.74%
61,990
53
$1.24M 0.71%
58,763
-3,951
54
$1.22M 0.7%
17,160
+3,655
55
$1.21M 0.69%
6,126
+271
56
$1.06M 0.61%
1,878
+74
57
$1.05M 0.6%
8,893
58
$962K 0.55%
21,921
+764
59
$939K 0.54%
10,647
-3,868
60
$914K 0.52%
17,789
+894
61
$910K 0.52%
118,072
+10,860
62
$893K 0.51%
8,200
+340
63
$890K 0.51%
21,335
+3,740
64
$840K 0.48%
2,294
+138
65
$812K 0.46%
11,420
+362
66
$774K 0.44%
5,659
67
$768K 0.44%
19,372
-512
68
$764K 0.44%
16,811
-105
69
$760K 0.43%
35,776
-21,541
70
$706K 0.4%
11,837
-5,154
71
$685K 0.39%
11,555
72
$681K 0.39%
97,362
+32,141
73
$661K 0.38%
3,602
74
$590K 0.34%
+3,575
75
$553K 0.32%
11,659
1 2
3
4 5