SWM
Sculati Wealth Management Portfolio holdings
AUM
$266M
This Quarter Return
+20.98%
1 Year Return
+19.38%
3 Year Return
+76.67%
5 Year Return
+130.04%
10 Year Return
–
AUM
$119M
AUM Growth
+$119M
(+30%)
Cap. Flow
+$9.12M
Cap. Flow
% of AUM
7.69%
Top 10 Holdings %
Top 10 Hldgs %
38.71%
Holding
110
New
11
Increased
45
Reduced
20
Closed
5
Top Buys
| 1 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
$3.85M |
| 2 |
Vanguard Large-Cap ETF
VV
|
$1.27M |
| 3 |
Invesco S&P SmallCap Low Volatility ETF
XSLV
|
$777K |
| 4 |
Lockheed Martin
LMT
|
$625K |
| 5 |
Regeneron Pharmaceuticals
REGN
|
$582K |
Top Sells
| 1 |
Alerian MLP ETF
AMLP
|
$1.37M |
| 2 |
Ford
F
|
$447K |
| 3 |
Whirlpool
WHR
|
$363K |
| 4 |
General Motors
GM
|
$324K |
| 5 |
Vodafone
VOD
|
$301K |
Sector Composition
| 1 | Technology | 17.59% |
| 2 | Financials | 17.58% |
| 3 | Consumer Discretionary | 10.59% |
| 4 | Communication Services | 9.05% |
| 5 | Healthcare | 5.51% |
