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
26
$2.58M 0.6%
4,757
+161
27
$2.57M 0.6%
12,396
+817
28
$2.51M 0.59%
49,916
+8,082
29
$2.41M 0.57%
12,452
+1,056
30
$2.41M 0.57%
40,097
-81
31
$2.36M 0.55%
17,854
+1,885
32
$2.34M 0.55%
31,498
-706
33
$2.31M 0.54%
6,710
-819
34
$2.29M 0.54%
48,506
+20,042
35
$2.03M 0.48%
11,984
+1,256
36
$1.72M 0.4%
+34,790
37
$1.55M 0.36%
13,723
+506
38
$1.53M 0.36%
43,690
39
$1.47M 0.34%
18,163
+5
40
$1.46M 0.34%
10,830
41
$1.43M 0.33%
9,526
-234
42
$1.36M 0.32%
11,992
+5
43
$1.31M 0.31%
31,339
+26,870
44
$1.22M 0.29%
24,563
+8,074
45
$1.22M 0.28%
5,520
-173
46
$1.21M 0.28%
1,035
-41
47
$1.19M 0.28%
35,415
48
$1.18M 0.28%
2,647
+102
49
$1.1M 0.26%
32,292
50
$1.02M 0.24%
53,149
+9,925
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2
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