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
101
$222K 0.13%
5,322
+180
102
$222K 0.13%
658
103
$211K 0.12%
2,377
-1,020
104
$208K 0.12%
+3,080
105
$207K 0.12%
+2,947
106
$207K 0.12%
+2,411
107
$205K 0.12%
750
108
$145K 0.08%
16,456
-327
109
$7K ﹤0.01%
3,125
110
– –
-100
111
– –
-6,140
112
– –
-738
1 2 3 4
5