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
401
$20.9K 0.01%
1,224
-44
402
$20.9K 0.01%
147
403
$20.6K 0.01%
121
+1
404
$20.3K 0.01%
137
-1
405
$20.2K 0.01%
213
-198
406
$19.8K 0.01%
51
-95
407
$19.8K 0.01%
5,728
+1,677
408
$19.7K ﹤0.01%
100
+61
409
$19.6K ﹤0.01%
5,000
410
$19.5K ﹤0.01%
76
411
$19.2K ﹤0.01%
2,022
-3,073
412
$18.9K ﹤0.01%
58
413
$18.7K ﹤0.01%
321
-129
414
$18.5K ﹤0.01%
240
415
$18.5K ﹤0.01%
148
416
$18.4K ﹤0.01%
670
-100
417
$18.3K ﹤0.01%
380
-1
418
$18.2K ﹤0.01%
357
419
$18.2K ﹤0.01%
1,533
+33
420
$18K ﹤0.01%
316
-276
421
$18K ﹤0.01%
1,910
+25
422
$17.6K ﹤0.01%
1,413
-1,299
423
$17.6K ﹤0.01%
212
424
$17.5K ﹤0.01%
234
425
$17.4K ﹤0.01%
970
15 16
17
18 19