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
76
$439K 0.22%
1,189
+3
77
$434K 0.22%
943
-26
78
$386K 0.19%
6,801
79
$375K 0.19%
800
80
$363K 0.18%
3,384
+1,084
81
$363K 0.18%
8,213
-408
82
$354K 0.18%
11,659
83
$328K 0.17%
1,056
84
$311K 0.16%
1,791
85
$291K 0.15%
+4,280
86
$270K 0.14%
100
87
$270K 0.14%
4,180
-1,500
88
$265K 0.13%
1,486
89
$264K 0.13%
658
90
$260K 0.13%
5,254
-38
91
$240K 0.12%
11,930
+691
92
$231K 0.12%
18,450
-847
93
$224K 0.11%
3,162
94
$218K 0.11%
6,608
95
$217K 0.11%
+829
96
$210K 0.11%
2,513
97
$210K 0.11%
3,619
-160
98
$208K 0.1%
565
99
$202K 0.1%
750
100
$167K 0.08%
+10,043
1 2 3
4
5