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
51
$1.32M 0.67%
35,561
-1,729
52
$1.32M 0.66%
82,732
+384
53
$1.3M 0.66%
182,213
+12,853
54
$1.28M 0.65%
14,265
-1,320
55
$1.24M 0.62%
14,149
-54
56
$1.23M 0.62%
10,262
-61
57
$1.17M 0.59%
55,370
-3,645
58
$1.08M 0.55%
18,010
-5,266
59
$1.08M 0.54%
20,863
+645
60
$1.05M 0.53%
13,152
+978
61
$1.01M 0.51%
8,893
62
$986K 0.5%
60,700
-600
63
$927K 0.47%
145,519
-1,754
64
$848K 0.43%
43,408
-8,695
65
$823K 0.41%
40,022
-421
66
$755K 0.38%
3,507
+1,540
67
$723K 0.36%
116,565
-27,610
68
$701K 0.35%
5,035
+585
69
$623K 0.31%
18,760
+7,265
70
$612K 0.31%
26,419
-1,105
71
$611K 0.31%
40,395
+765
72
$602K 0.3%
11,496
-852
73
$581K 0.29%
1,275
74
$581K 0.29%
1,016
-276
75
$534K 0.27%
451
1 2
3
4 5