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
351
$30.9K 0.01%
1,708
-127
352
$30.7K 0.01%
495
353
$30.6K 0.01%
182
354
$30.5K 0.01%
364
355
$30.4K 0.01%
500
356
$30.4K 0.01%
800
357
$30.2K 0.01%
+1,100
358
$29.6K 0.01%
331
359
$29.4K 0.01%
1,028
+16
360
$29.3K 0.01%
157
+8
361
$29.2K 0.01%
119
362
$29K 0.01%
690
-20
363
$29K 0.01%
819
+288
364
$28.7K 0.01%
1,068
365
$28.2K 0.01%
192
-95
366
$28.1K 0.01%
325
367
$27.9K 0.01%
87
368
$27.8K 0.01%
1,900
369
$27K 0.01%
595
+2
370
$26.8K 0.01%
350
371
$26.7K 0.01%
+930
372
$26.2K 0.01%
78
373
$26.2K 0.01%
51
+26
374
$26.1K 0.01%
403
+2
375
$25.8K 0.01%
745
+1
13 14
15
16 17