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
76
$485K 0.28%
+1,019
77
$450K 0.26%
+33,528
78
$445K 0.25%
1,622
-73
79
$435K 0.25%
4,540
+150
80
$425K 0.24%
38,172
81
$416K 0.24%
22,911
82
$415K 0.24%
19,988
+4,216
83
$399K 0.23%
834
84
$380K 0.22%
13,104
85
$369K 0.21%
5,513
+365
86
$345K 0.2%
8,657
+1,610
87
$331K 0.19%
1,182
+217
88
$330K 0.19%
3,458
-190
89
$317K 0.18%
+36,155
90
$304K 0.17%
6,608
91
$292K 0.17%
900
92
$287K 0.16%
451
93
$274K 0.16%
2,528
94
$274K 0.16%
1,791
95
$267K 0.15%
3,162
96
$265K 0.15%
565
97
$263K 0.15%
5,362
98
$259K 0.15%
1,897
-430
99
$253K 0.14%
1,758
+260
100
$232K 0.13%
+8,996
1 2 3
4
5