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
51
$1.22M 0.68%
9,187
+4,222
52
$1.19M 0.67%
3,057
+1,519
53
$1.18M 0.66%
156,255
+80,995
54
$1.16M 0.65%
2,532
+2,041
55
$1.1M 0.62%
3,263
+698
56
$1.09M 0.61%
9,067
-1,535
57
$1.07M 0.6%
8,893
58
$1.06M 0.6%
22,587
+491
59
$1.06M 0.6%
1,758
-120
60
$1.06M 0.6%
19,808
+1,254
61
$1.05M 0.59%
54,435
-2,259
62
$975K 0.55%
18,683
-589
63
$917K 0.52%
135,604
+13,031
64
$907K 0.51%
10,280
-970
65
$898K 0.5%
11,922
+304
66
$800K 0.45%
16,920
-29,796
67
$772K 0.43%
3,602
68
$700K 0.39%
28,877
-2,605
69
$696K 0.39%
1,275
70
$661K 0.37%
1,359
-2,547
71
$652K 0.37%
11,180
72
$562K 0.32%
17,133
-31,945
73
$502K 0.28%
11,659
74
$474K 0.27%
4,480
-60
75
$464K 0.26%
39,935
-5,235
1 2
3
4 5