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
376
$25.5K 0.01%
436
377
$25.2K 0.01%
257
-100
378
$24.6K 0.01%
45
379
$24.5K 0.01%
344
380
$24.3K 0.01%
491
-500
381
$24.2K 0.01%
87
382
$24.1K 0.01%
116
383
$24K 0.01%
109
384
$23.9K 0.01%
175
-265
385
$23.6K 0.01%
20,500
386
$23.1K 0.01%
159
387
$22.9K 0.01%
639
+8
388
$22.8K 0.01%
250
389
$22.8K 0.01%
2,000
+400
390
$22.7K 0.01%
1,000
391
$22.5K 0.01%
333
-20
392
$22.4K 0.01%
105
393
$22.4K 0.01%
1,162
394
$22.4K 0.01%
1,858
-2,583
395
$22K 0.01%
1,800
396
$22K 0.01%
300
-100
397
$21.7K 0.01%
300
-112,289
398
$21.6K 0.01%
1,000
-6,552
399
$21.4K 0.01%
969
+1
400
$21K 0.01%
338
-30
14 15
16
17 18