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
476
$13K ﹤0.01%
103
477
$13K ﹤0.01%
118
-803
478
$13K ﹤0.01%
381
-349
479
$13K ﹤0.01%
+387
480
$13K ﹤0.01%
200
481
$12K ﹤0.01%
25
482
$12K ﹤0.01%
96
483
$12K ﹤0.01%
400
484
$12K ﹤0.01%
105
+1
485
$12K ﹤0.01%
300
486
$12K ﹤0.01%
300
487
$12K ﹤0.01%
32
488
$11K ﹤0.01%
154
+1
489
$11K ﹤0.01%
272
490
$11K ﹤0.01%
266
491
$11K ﹤0.01%
176
492
$11K ﹤0.01%
168
+1
493
$11K ﹤0.01%
642
494
$11K ﹤0.01%
+250
495
$11K ﹤0.01%
643
496
$11K ﹤0.01%
1,036
+21
497
$11K ﹤0.01%
+1
498
$11K ﹤0.01%
144
499
$11K ﹤0.01%
118
500
$11K ﹤0.01%
+500
18 19
20
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