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
426
$17.4K ﹤0.01%
+984
427
$17.3K ﹤0.01%
62
428
$17.2K ﹤0.01%
570
-1,306
429
$17.1K ﹤0.01%
122
430
$17.1K ﹤0.01%
489
-2,095
431
$17.1K ﹤0.01%
162
-247
432
$17K ﹤0.01%
527
+2
433
$16.9K ﹤0.01%
100
434
$16.7K ﹤0.01%
166
+6
435
$16.5K ﹤0.01%
153
436
$16.3K ﹤0.01%
372
+4
437
$16K ﹤0.01%
66
438
$15.7K ﹤0.01%
350
+50
439
$15.7K ﹤0.01%
24
+4
440
$15.7K ﹤0.01%
119
-19
441
$15.5K ﹤0.01%
163
-654
442
$15.4K ﹤0.01%
271
443
$15.3K ﹤0.01%
520
-500
444
$15.1K ﹤0.01%
59
445
$15K ﹤0.01%
32
446
$14.9K ﹤0.01%
487
447
$14.9K ﹤0.01%
932
448
$14.9K ﹤0.01%
143
449
$14.5K ﹤0.01%
500
-24
450
$14.3K ﹤0.01%
153
-1
16 17
18
19 20