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
301
$45.5K 0.01%
1,180
+1
302
$44.8K 0.01%
536
+1
303
$44.6K 0.01%
1,686
304
$44.3K 0.01%
2,365
305
$43.8K 0.01%
613
306
$43.5K 0.01%
1,170
307
$43.3K 0.01%
241
+1
308
$42.9K 0.01%
748
+1
309
$42.8K 0.01%
240
-135
310
$42.6K 0.01%
527
311
$42.2K 0.01%
809
312
$41.9K 0.01%
500
313
$40.6K 0.01%
1,856
314
$40.5K 0.01%
15
+14
315
$39.7K 0.01%
750
+1
316
$39.6K 0.01%
409
+5
317
$39.3K 0.01%
525
318
$39.2K 0.01%
1,800
319
$39K 0.01%
295
320
$38.5K 0.01%
503
321
$38.5K 0.01%
+2,661
322
$38.3K 0.01%
610
323
$38K 0.01%
331
324
$37.4K 0.01%
192
-67
325
$37.3K 0.01%
440