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
26
$2.33M 0.58%
32,301
-795
27
$2.32M 0.58%
76,228
-3,320
28
$2.31M 0.58%
10,117
-274
29
$2.31M 0.58%
4,526
+45
30
$2.26M 0.57%
6,719
+1,311
31
$2.25M 0.57%
44,967
-5,650
32
$2.23M 0.56%
16,602
+972
33
$2.23M 0.56%
48,898
+6,933
34
$2.04M 0.51%
9,631
+9,034
35
$1.59M 0.4%
19,612
+9,283
36
$1.5M 0.38%
10,654
-86,907
37
$1.44M 0.36%
11,981
-776
38
$1.31M 0.33%
+10,795
39
$1.24M 0.31%
37,582
-39,035
40
$1.23M 0.31%
10,830
-9,510
41
$1.22M 0.31%
14,360
-546
42
$1.16M 0.29%
36,670
+23,800
43
$1.11M 0.28%
6,866
-1,403
44
$1.06M 0.27%
35,415
+4,734
45
$1.04M 0.26%
5,454
-489
46
$1.03M 0.26%
5,813
-343
47
$975K 0.24%
2,538
-198
48
$975K 0.24%
+32,292
49
$955K 0.24%
28,254
-1,062
50
$894K 0.22%
43,224
-91
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