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
326
$37.6K 0.01%
1,856
327
$37.4K 0.01%
1,608
+27
328
$36.6K 0.01%
459
-1
329
$36.5K 0.01%
750
330
$35.8K 0.01%
259
+159
331
$35.8K 0.01%
92
+88
332
$34.6K 0.01%
1,524
-104
333
$34.1K 0.01%
216
+12
334
$34.1K 0.01%
723
-60
335
$33.9K 0.01%
926
-69
336
$33.7K 0.01%
697
337
$33.6K 0.01%
437
338
$33.4K 0.01%
+47
339
$33.4K 0.01%
815
-1,601
340
$32.6K 0.01%
271
-4
341
$32.4K 0.01%
+828
342
$32.2K 0.01%
503
+26
343
$32K 0.01%
710
+9
344
$32K 0.01%
1,722
+48
345
$31.7K 0.01%
420
346
$31.7K 0.01%
239
-249
347
$31.3K 0.01%
1,462
+13
348
$31.2K 0.01%
311
+9
349
$31.2K 0.01%
610
-256
350
$31.2K 0.01%
230
+18
12 13
14
15 16