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
426
$15.4K ﹤0.01%
+300
427
$15.4K ﹤0.01%
539
-537
428
$15.3K ﹤0.01%
508
-519
429
$15.2K ﹤0.01%
357
430
$15.1K ﹤0.01%
32
431
$14.8K ﹤0.01%
643
432
$14.8K ﹤0.01%
103
433
$14.8K ﹤0.01%
1,082
434
$14.7K ﹤0.01%
163
435
$14.7K ﹤0.01%
144
436
$14.6K ﹤0.01%
323
+1
437
$14.2K ﹤0.01%
96
438
$13.8K ﹤0.01%
341
+5
439
$13.7K ﹤0.01%
386
-32
440
$13.5K ﹤0.01%
+783
441
$13.4K ﹤0.01%
206
+1
442
$13.3K ﹤0.01%
300
443
$12.9K ﹤0.01%
144
444
$12.6K ﹤0.01%
155
-102
445
$12.4K ﹤0.01%
300
446
$12.4K ﹤0.01%
+3,242
447
$12.4K ﹤0.01%
271
448
$12.4K ﹤0.01%
190
449
$12.2K ﹤0.01%
142
450
$12.2K ﹤0.01%
189