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
1
$13.9M 7.94%
50,930
+213
2
$8.44M 4.82%
61,705
+225
3
$7.2M 4.11%
192,410
+7,515
4
$5.72M 3.26%
33,176
+1,386
5
$5.44M 3.11%
21,184
+133
6
$4.98M 2.84%
343,732
+3,136
7
$4.63M 2.64%
221,328
+249
8
$4.42M 2.52%
226,618
+5,738
9
$3.83M 2.18%
36,025
+225
10
$3.38M 1.93%
162,207
+8,250
11
$2.93M 1.67%
16,052
+180
12
$2.9M 1.65%
55,296
+1,984
13
$2.79M 1.59%
25,520
-920
14
$2.79M 1.59%
36,626
+155
15
$2.69M 1.54%
15,149
+123
16
$2.57M 1.47%
40,666
+330
17
$2.53M 1.44%
56,805
+1,494
18
$2.46M 1.41%
17,024
+313
19
$2.29M 1.3%
8,382
20
$2.28M 1.3%
7,665
+102
21
$2.23M 1.27%
24,414
+1,492
22
$2.12M 1.21%
30,336
-438
23
$2.07M 1.18%
22,723
+885
24
$2.04M 1.16%
78,673
+8,356
25
$2M 1.14%
39,474
+768
1
2 3 4 5