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
476
$10K ﹤0.01%
86
477
$10K ﹤0.01%
600
+25
478
$9.79K ﹤0.01%
268
+3
479
$9.47K ﹤0.01%
153
480
$9.35K ﹤0.01%
264
+3
481
$9.35K ﹤0.01%
955
482
$9.29K ﹤0.01%
100
483
$9.25K ﹤0.01%
+130
484
$9.24K ﹤0.01%
79
-325
485
$9.2K ﹤0.01%
1,266
+38
486
$8.98K ﹤0.01%
105
+1
487
$8.97K ﹤0.01%
500
488
$8.85K ﹤0.01%
46
489
$8.84K ﹤0.01%
194
490
$8.78K ﹤0.01%
163
-99
491
$8.66K ﹤0.01%
121
492
$8.54K ﹤0.01%
643
493
$8.47K ﹤0.01%
186
494
$8.34K ﹤0.01%
150
495
$8.32K ﹤0.01%
249
496
$8.26K ﹤0.01%
32
497
$8.24K ﹤0.01%
+2,000
498
$8.1K ﹤0.01%
124
499
$8.06K ﹤0.01%
235
+1
500
$8.05K ﹤0.01%
21