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
401
$18.1K ﹤0.01%
670
402
$17.8K ﹤0.01%
1,000
403
$17.8K ﹤0.01%
166
404
$17.6K ﹤0.01%
153
405
$17.5K ﹤0.01%
59
406
$17.4K ﹤0.01%
340
+1
407
$17.3K ﹤0.01%
143
408
$17.3K ﹤0.01%
500
409
$17K ﹤0.01%
5,000
410
$16.8K ﹤0.01%
194
-790
411
$16.7K ﹤0.01%
100
-159
412
$16.7K ﹤0.01%
378
+3
413
$16.5K ﹤0.01%
726
+331
414
$16.3K ﹤0.01%
970
415
$16.2K ﹤0.01%
62
416
$16.1K ﹤0.01%
118
417
$16.1K ﹤0.01%
76
418
$16K ﹤0.01%
77
-27
419
$15.8K ﹤0.01%
245
420
$15.7K ﹤0.01%
305
421
$15.7K ﹤0.01%
20
422
$15.7K ﹤0.01%
932
423
$15.5K ﹤0.01%
47
424
$15.4K ﹤0.01%
250
425
$15.4K ﹤0.01%
437