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
251
$63.6K 0.02%
375
-80
252
$62.7K 0.02%
4,295
+1,219
253
$62.2K 0.02%
686
254
$61.7K 0.02%
1,627
+19
255
$61.4K 0.02%
2,011
-3,819
256
$61.3K 0.02%
238
257
$61.2K 0.02%
390
-300
258
$60.6K 0.02%
888
259
$60.5K 0.02%
1,080
+90
260
$60.2K 0.02%
800
261
$60K 0.02%
1,953
-2,179
262
$59.8K 0.02%
1,192
-130
263
$58.5K 0.01%
384
264
$58.1K 0.01%
503
-200
265
$57.9K 0.01%
+633
266
$57.7K 0.01%
191
+4
267
$55K 0.01%
2,500
-330
268
$55K 0.01%
1,333
+1
269
$54.6K 0.01%
4,850
270
$53.8K 0.01%
1,790
271
$53.6K 0.01%
6,500
272
$53K 0.01%
229
-71
273
$52.8K 0.01%
3,674
274
$52.7K 0.01%
416
+1
275
$52.2K 0.01%
446
+1
9 10
11
12 13