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
451
$14.1K ﹤0.01%
245
-4
452
$14.1K ﹤0.01%
643
453
$14K ﹤0.01%
144
454
$13.9K ﹤0.01%
250
455
$13.8K ﹤0.01%
166
+2
456
$13.6K ﹤0.01%
457
457
$13.5K ﹤0.01%
383
+2
458
$13.4K ﹤0.01%
534
-1
459
$13.4K ﹤0.01%
118
460
$13.3K ﹤0.01%
333
+3
461
$13.2K ﹤0.01%
370
+119
462
$13.1K ﹤0.01%
1,053
+17
463
$12.9K ﹤0.01%
96
464
$12.8K ﹤0.01%
46
465
$12.8K ﹤0.01%
103
466
$12.8K ﹤0.01%
1,416
467
$12.7K ﹤0.01%
519
468
$12.6K ﹤0.01%
47
-16
469
$12.5K ﹤0.01%
70
+2
470
$12.5K ﹤0.01%
300
471
$12.4K ﹤0.01%
169
472
$12.2K ﹤0.01%
118
473
$12.1K ﹤0.01%
355
-236
474
$12.1K ﹤0.01%
500
475
$11.8K ﹤0.01%
155
+36
17 18
19
20 21