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
426
$17K ﹤0.01%
208
+2
427
$17K ﹤0.01%
122
428
$17K ﹤0.01%
365
+3
429
$17K ﹤0.01%
+37
430
$17K ﹤0.01%
122
+54
431
$17K ﹤0.01%
326
+3
432
$17K ﹤0.01%
59
433
$16K ﹤0.01%
110
434
$16K ﹤0.01%
653
435
$16K ﹤0.01%
374
+1
436
$16K ﹤0.01%
357
437
$16K ﹤0.01%
234
438
$16K ﹤0.01%
138
+1
439
$16K ﹤0.01%
153
+1
440
$16K ﹤0.01%
+292
441
$16K ﹤0.01%
200
+50
442
$16K ﹤0.01%
62
443
$16K ﹤0.01%
500
444
$15K ﹤0.01%
213
445
$15K ﹤0.01%
356
446
$15K ﹤0.01%
419
447
$15K ﹤0.01%
160
448
$15K ﹤0.01%
219
449
$15K ﹤0.01%
249
-7
450
$15K ﹤0.01%
1,150
+18
16 17
18
19 20