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
76
$382K 0.21%
451
77
$381K 0.21%
18,598
-2,495
78
$366K 0.21%
7,346
-12,055
79
$334K 0.19%
1,056
-491
80
$325K 0.18%
1,221
+11
81
$304K 0.17%
830
-70
82
$296K 0.17%
9,006
-3,858
83
$295K 0.17%
5,332
-30
84
$288K 0.16%
6,608
85
$283K 0.16%
3,249
-209
86
$281K 0.16%
1,791
87
$277K 0.16%
1,895
-2
88
$271K 0.15%
8,673
-534
89
$265K 0.15%
3,162
90
$258K 0.15%
2,341
-70
91
$252K 0.14%
2,513
92
$226K 0.13%
2,309
-5,641
93
$223K 0.13%
23,572
-19,991
94
$220K 0.12%
4,835
-16,720
95
$220K 0.12%
658
96
$218K 0.12%
+2,377
97
$212K 0.12%
+750
98
$209K 0.12%
4,573
-1,299
99
$204K 0.11%
3,919
-1,778
100
$203K 0.11%
3,080
1 2 3
4
5