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
1
$16.2M 9.09%
52,349
-243
2
$7.96M 4.47%
61,255
-1,551
3
$7.88M 4.42%
221,034
+26,295
4
$6.35M 3.57%
36,477
+1,801
5
$5.14M 2.89%
21,421
-709
6
$4.9M 2.75%
223,854
+1,674
7
$4.84M 2.72%
348,224
+3,104
8
$4.64M 2.6%
228,860
+1,120
9
$3.74M 2.1%
169,794
+4,650
10
$3.42M 1.92%
41,094
+174
11
$3.26M 1.83%
18,168
+210
12
$3.18M 1.79%
37,367
-1,600
13
$3.02M 1.69%
35,894
-432
14
$2.95M 1.66%
57,488
+77
15
$2.93M 1.65%
118,299
+36,099
16
$2.77M 1.55%
15,903
-247
17
$2.68M 1.5%
15,151
-666
18
$2.6M 1.46%
7,557
-263
19
$2.58M 1.45%
8,061
-298
20
$2.58M 1.45%
23,259
-394
21
$2.57M 1.44%
57,528
+577
22
$2.44M 1.37%
24,623
-75
23
$2.41M 1.35%
17,969
+2,621
24
$2.4M 1.35%
29,344
-2,367
25
$2.26M 1.27%
25,520
1
2 3 4 5