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
376
$22.1K 0.01%
654
+298
377
$22.1K 0.01%
380
378
$21.9K 0.01%
174
-30
379
$21.4K 0.01%
240
380
$21K ﹤0.01%
109
381
$21K ﹤0.01%
+625
382
$20.8K ﹤0.01%
487
383
$20.6K ﹤0.01%
169
+35
384
$20.5K ﹤0.01%
728
385
$20.4K ﹤0.01%
1,607
+39
386
$20.4K ﹤0.01%
147
387
$20.4K ﹤0.01%
218
+3
388
$19.8K ﹤0.01%
435
-805
389
$19.8K ﹤0.01%
401
-9,353
390
$19.6K ﹤0.01%
670
+17
391
$19.4K ﹤0.01%
122
392
$19.4K ﹤0.01%
101
+1
393
$19K ﹤0.01%
399
394
$18.9K ﹤0.01%
234
395
$18.7K ﹤0.01%
330
-885
396
$18.7K ﹤0.01%
1,956
+24
397
$18.5K ﹤0.01%
27
+1
398
$18.5K ﹤0.01%
212
399
$18.4K ﹤0.01%
1,464
-500
400
$18.1K ﹤0.01%
148