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
451
$12.1K ﹤0.01%
54
452
$12K ﹤0.01%
118
453
$12K ﹤0.01%
418
454
$11.9K ﹤0.01%
69
+1
455
$11.8K ﹤0.01%
352
456
$11.8K ﹤0.01%
1,416
457
$11.7K ﹤0.01%
107
458
$11.6K ﹤0.01%
5,973
+245
459
$11.6K ﹤0.01%
120
460
$11.6K ﹤0.01%
148
461
$11.4K ﹤0.01%
500
462
$11.2K ﹤0.01%
50
463
$11K ﹤0.01%
372
464
$10.9K ﹤0.01%
171
+2
465
$10.8K ﹤0.01%
150
466
$10.6K ﹤0.01%
106
467
$10.6K ﹤0.01%
+300
468
$10.6K ﹤0.01%
+100
469
$10.5K ﹤0.01%
208
+2
470
$10.4K ﹤0.01%
100
471
$10.4K ﹤0.01%
103
+1
472
$10.3K ﹤0.01%
176
473
$10.3K ﹤0.01%
+1,000
474
$10.3K ﹤0.01%
1,000
475
$10.2K ﹤0.01%
46