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
351
$28.4K 0.01%
380
-40
352
$27.6K 0.01%
364
353
$27.6K 0.01%
257
354
$27.3K 0.01%
78
355
$27.2K 0.01%
120
+1
356
$26.6K 0.01%
1,900
357
$26.6K 0.01%
325
358
$26.2K 0.01%
2,629
-2,663
359
$26K 0.01%
350
360
$25.7K 0.01%
715
+3
361
$25.4K 0.01%
409
+3
362
$25.3K 0.01%
116
363
$25.2K 0.01%
35
+1
364
$25.1K 0.01%
121
+1
365
$25K 0.01%
76
+1
366
$24.9K 0.01%
738
+280
367
$24.7K 0.01%
217
+1
368
$24.2K 0.01%
212
369
$23.3K 0.01%
300
370
$22.9K 0.01%
52
371
$22.9K 0.01%
1,000
372
$22.7K 0.01%
1,162
373
$22.5K 0.01%
1,903
+22
374
$22.5K 0.01%
316
375
$22.3K 0.01%
800