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
451
$15K ﹤0.01%
76
+1
452
$15K ﹤0.01%
203
+176
453
$15K ﹤0.01%
1,131
-1,161
454
$14K ﹤0.01%
1,043
+111
455
$14K ﹤0.01%
1,800
456
$14K ﹤0.01%
400
457
$14K ﹤0.01%
255
+1
458
$14K ﹤0.01%
160
+1
459
$14K ﹤0.01%
240
-1,013
460
$14K ﹤0.01%
535
+1
461
$14K ﹤0.01%
143
462
$14K ﹤0.01%
459
463
$14K ﹤0.01%
476
464
$14K ﹤0.01%
418
465
$14K ﹤0.01%
456
+1
466
$14K ﹤0.01%
+5,811
467
$13K ﹤0.01%
524
468
$13K ﹤0.01%
250
469
$13K ﹤0.01%
84
470
$13K ﹤0.01%
487
471
$13K ﹤0.01%
+94
472
$13K ﹤0.01%
189
-310
473
$13K ﹤0.01%
+66
474
$13K ﹤0.01%
271
475
$13K ﹤0.01%
20
17 18
19
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