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
476
$11.5K ﹤0.01%
1,082
-100
477
$11.4K ﹤0.01%
395
+103
478
$11.4K ﹤0.01%
1,785
+29
479
$11.1K ﹤0.01%
305
480
$11.1K ﹤0.01%
176
481
$11.1K ﹤0.01%
528
-125
482
$11K ﹤0.01%
160
-157
483
$11K ﹤0.01%
266
484
$11K ﹤0.01%
+2,939
485
$11K ﹤0.01%
52
-2
486
$10.8K ﹤0.01%
242
-20
487
$10.7K ﹤0.01%
1,170
488
$10.7K ﹤0.01%
129
+1
489
$10.6K ﹤0.01%
575
-150
490
$10.6K ﹤0.01%
260
-24
491
$10.5K ﹤0.01%
189
492
$10.5K ﹤0.01%
148
-71
493
$10.3K ﹤0.01%
142
494
$10.2K ﹤0.01%
205
+2
495
$10K ﹤0.01%
99
+35
496
$10K ﹤0.01%
86
497
$9.97K ﹤0.01%
54
498
$9.97K ﹤0.01%
+1,000
499
$9.97K ﹤0.01%
418
500
$9.84K ﹤0.01%
205
18 19
20
21 22