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
276
$52K 0.01%
121
-1
277
$51.8K 0.01%
553
278
$51.8K 0.01%
738
279
$51.7K 0.01%
+1,503
280
$50.9K 0.01%
828
-2,589
281
$50.5K 0.01%
+1,700
282
$50.4K 0.01%
767
-481
283
$50.4K 0.01%
+679
284
$50.4K 0.01%
212
+11
285
$49.8K 0.01%
+1,186
286
$49.7K 0.01%
1,000
287
$49.3K 0.01%
1,686
288
$49.1K 0.01%
590
+12
289
$48.8K 0.01%
754
+124
290
$48.7K 0.01%
140
291
$48.4K 0.01%
2,641
+225
292
$47.4K 0.01%
773
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293
$46.9K 0.01%
569
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294
$46.7K 0.01%
222
295
$46.6K 0.01%
1,249
+33
296
$46.4K 0.01%
592
297
$46.3K 0.01%
+597
298
$46.1K 0.01%
2,870
-326
299
$45.8K 0.01%
470
-57
300
$45.7K 0.01%
1,170
-52
10 11
12
13 14