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
276
$54.9K 0.01%
+1,270
277
$54.8K 0.01%
384
278
$54.6K 0.01%
541
279
$54.4K 0.01%
1,760
-255
280
$54.1K 0.01%
222
281
$53.8K 0.01%
2,059
+17
282
$53.7K 0.01%
+134
283
$53.2K 0.01%
1,046
-1,185
284
$53.1K 0.01%
2,000
285
$52.2K 0.01%
2,500
286
$50.9K 0.01%
491
287
$50.8K 0.01%
4,850
288
$50.6K 0.01%
6,500
289
$50.4K 0.01%
566
-23
290
$49.9K 0.01%
1,000
291
$49.1K 0.01%
121
292
$49K 0.01%
4,364
-3,428
293
$48.9K 0.01%
417
+1
294
$48.8K 0.01%
553
295
$47.4K 0.01%
1,009
296
$47.2K 0.01%
4,736
-4,107
297
$47.2K 0.01%
764
+668
298
$46.9K 0.01%
136
299
$46.7K 0.01%
+783
300
$46.7K 0.01%
746
+8
10 11
12
13 14