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
251
$66.8K 0.02%
4,652
252
$66.6K 0.02%
5,657
+47
253
$66.6K 0.02%
888
254
$66.1K 0.02%
1,180
+5
255
$66.1K 0.02%
738
256
$66.1K 0.02%
145
+100
257
$64.8K 0.02%
1,637
+11
258
$64.4K 0.02%
2,728
+35
259
$64.4K 0.02%
693
+8
260
$63.7K 0.01%
1,282
-46
261
$61.6K 0.01%
14,392
+1,500
262
$60.5K 0.01%
800
263
$60.4K 0.01%
1,767
264
$60.1K 0.01%
125
265
$59.5K 0.01%
815
-104
266
$59.2K 0.01%
675
+1
267
$59.1K 0.01%
644
+7
268
$58.7K 0.01%
3,087
269
$58K 0.01%
25,643
+4,274
270
$57.3K 0.01%
471
+44
271
$57K 0.01%
1,503
272
$56.3K 0.01%
503
273
$56.2K 0.01%
711
+73
274
$55.6K 0.01%
1,700
275
$55.1K 0.01%
140