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
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$12.1M
3
+$7.75M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.96M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.33M

Top Sells

1
+$13.5M
2
+$11.7M
3
+$5.42M
4
OSCV icon
Opus Small Cap Value ETF
OSCV
+$3.48M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$1.65M

Sector Composition

1 Technology 6.06%
2 Financials 3.7%
3 Consumer Discretionary 3%
4 Healthcare 2.83%
5 Consumer Staples 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$25K 0.01%
854
377
$24K 0.01%
722
378
$24K 0.01%
+1,365
379
$24K 0.01%
159
380
$24K 0.01%
1,000
381
$24K 0.01%
87
382
$24K 0.01%
331
383
$24K 0.01%
87
384
$24K 0.01%
364
385
$24K 0.01%
344
386
$24K 0.01%
116
387
$23K 0.01%
263
388
$23K 0.01%
436
+1
389
$23K 0.01%
6,400
390
$23K 0.01%
353
391
$23K 0.01%
58
392
$23K 0.01%
250
393
$22K 0.01%
465
+350
394
$22K 0.01%
45
395
$21K 0.01%
10
396
$21K 0.01%
382
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397
$21K 0.01%
120
+1
398
$21K 0.01%
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399
$21K 0.01%
301
400
$20K 0.01%
750
14 15
16
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