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
301
$45.3K 0.01%
867
-215
302
$45K 0.01%
1,009
303
$43.9K 0.01%
747
-387
304
$42.8K 0.01%
351
+36
305
$42.5K 0.01%
259
+67
306
$42.4K 0.01%
1,528
307
$42.1K 0.01%
1,465
-538
308
$41.8K 0.01%
292
+23
309
$41.1K 0.01%
279
+33
310
$40.9K 0.01%
7,829
+1,816
311
$40.8K 0.01%
136
312
$40.7K 0.01%
809
313
$40.7K 0.01%
1,208
+30
314
$40.6K 0.01%
257
+1
315
$40.5K 0.01%
401
+5
316
$39.7K 0.01%
241
-679
317
$39.5K 0.01%
407
318
$39.3K 0.01%
527
319
$39.3K 0.01%
+1,412
320
$39K 0.01%
610
321
$38.5K 0.01%
994
322
$38.4K 0.01%
985
+815
323
$38.3K 0.01%
308
324
$38.1K 0.01%
275
325
$37.7K 0.01%
295
11 12
13
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