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
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$12.1M
3
+$7.75M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.96M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.33M

Top Sells

1
+$13.5M
2
+$11.7M
3
+$5.42M
4
OSCV icon
Opus Small Cap Value ETF
OSCV
+$3.48M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$1.65M

Sector Composition

1 Technology 6.06%
2 Financials 3.7%
3 Consumer Discretionary 3%
4 Healthcare 2.83%
5 Consumer Staples 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$50K 0.01%
+210
277
$50K 0.01%
1,000
-131
278
$50K 0.01%
238
279
$49K 0.01%
200
280
$49K 0.01%
229
281
$49K 0.01%
5,482
282
$49K 0.01%
284
+24
283
$48K 0.01%
2,000
284
$48K 0.01%
1,009
285
$48K 0.01%
459
286
$48K 0.01%
1,010
+10
287
$47K 0.01%
+289
288
$47K 0.01%
2,500
289
$47K 0.01%
327
+31
290
$46K 0.01%
+950
291
$46K 0.01%
222
292
$46K 0.01%
667
+65
293
$46K 0.01%
720
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294
$46K 0.01%
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295
$45K 0.01%
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296
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6,500
297
$45K 0.01%
1,182
+132
298
$45K 0.01%
500
299
$44K 0.01%
+260
300
$44K 0.01%
140
10 11
12
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