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
$427M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$1.85M
3
+$1.72M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.68M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$1.57M

Top Sells

1
+$3.21M
2
+$773K
3
+$731K
4
NVDA icon
NVIDIA
NVDA
+$532K
5
MCK icon
McKesson
MCK
+$522K

Sector Composition

1 Technology 7.69%
2 Financials 3.49%
3 Healthcare 2.34%
4 Consumer Discretionary 2.33%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$83.7K 0.02%
872
-673
227
$83K 0.02%
632
+130
228
$82.7K 0.02%
634
+146
229
$82.2K 0.02%
329
230
$81.8K 0.02%
2,587
231
$81.5K 0.02%
614
+1
232
$80.6K 0.02%
+2,700
233
$80K 0.02%
+1,387
234
$78.9K 0.02%
1,464
235
$78.8K 0.02%
2,000
236
$78.4K 0.02%
394
+1
237
$77.7K 0.02%
1,500
-45
238
$77.1K 0.02%
620
+144
239
$76.8K 0.02%
2,400
240
$74.9K 0.02%
769
241
$72.3K 0.02%
2,100
242
$72.3K 0.02%
1,322
-1,073
243
$71.9K 0.02%
4,034
244
$70.6K 0.02%
2,741
+774
245
$70.2K 0.02%
865
-135
246
$70K 0.02%
1,645
247
$69.8K 0.02%
238
248
$69.3K 0.02%
488
+4
249
$68K 0.02%
237
+62
250
$67.6K 0.02%
390
8 9
10
11 12