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
326
$36.8K 0.01%
247
-281
327
$36.1K 0.01%
275
328
$36K 0.01%
676
-164
329
$36K 0.01%
700
330
$33.9K 0.01%
183
+1
331
$33.8K 0.01%
942
+40
332
$33.8K 0.01%
306
-139
333
$33.5K 0.01%
994
334
$33.4K 0.01%
1,476
+14
335
$33.2K 0.01%
1,100
336
$32.9K 0.01%
483
+2
337
$32.9K 0.01%
87
338
$32.8K 0.01%
1,068
339
$32.3K 0.01%
800
340
$31.7K 0.01%
335
341
$31.5K 0.01%
926
342
$30.8K 0.01%
437
+1
343
$30.8K 0.01%
609
+14
344
$30.6K 0.01%
164
345
$30.6K 0.01%
912
+695
346
$30.5K 0.01%
149
347
$30.3K 0.01%
87
348
$29.2K 0.01%
537
+1
349
$28.5K 0.01%
495
350
$28.4K 0.01%
1,839
-1,833
12 13
14
15 16