SWM

Sugarloaf Wealth Management Portfolio holdings

AUM $529M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
901
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$8.02M
3
+$4.41M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.71M
5
MSFT icon
Microsoft
MSFT
+$1.93M

Top Sells

1
+$22.8M
2
+$12.3M
3
+$8.11M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$2.16M
5
HD icon
Home Depot
HD
+$2.14M

Sector Composition

1 Technology 6.04%
2 Financials 3.25%
3 Healthcare 2.86%
4 Consumer Discretionary 2.84%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$77.3K 0.02%
2,764
-198
227
$75.8K 0.02%
2,016
-1
228
$75K 0.02%
504
-4
229
$74.3K 0.02%
2,259
+1,424
230
$74K 0.02%
167
-4
231
$73.8K 0.02%
1,581
232
$73.3K 0.02%
583
233
$73.1K 0.02%
2,000
234
$72.1K 0.02%
+2,497
235
$72.1K 0.02%
5,568
-1,767
236
$71.8K 0.02%
+2,400
237
$70.9K 0.02%
1,464
238
$70.4K 0.02%
2,935
-2,596
239
$69.6K 0.02%
678
-17
240
$67.6K 0.02%
482
-243
241
$67K 0.02%
1,180
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242
$66.6K 0.02%
2,026
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243
$66.4K 0.02%
624
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244
$66.3K 0.02%
1,704
+10
245
$66.1K 0.02%
+4,652
246
$65.4K 0.02%
981
-6
247
$65K 0.02%
4,034
248
$64.8K 0.02%
697
-296
249
$64K 0.02%
294
-10
250
$63.7K 0.02%
2,100
8 9
10
11 12