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
501
$9.73K ﹤0.01%
62
+27
502
$9.51K ﹤0.01%
120
503
$9.5K ﹤0.01%
122
-100
504
$9.48K ﹤0.01%
186
505
$9.42K ﹤0.01%
179
+26
506
$9.23K ﹤0.01%
100
507
$9.22K ﹤0.01%
150
508
$8.99K ﹤0.01%
300
509
$8.93K ﹤0.01%
70
-67
510
$8.79K ﹤0.01%
955
511
$8.74K ﹤0.01%
+115
512
$8.7K ﹤0.01%
53
513
$8.61K ﹤0.01%
177
+77
514
$8.54K ﹤0.01%
106
515
$8.53K ﹤0.01%
194
516
$8.18K ﹤0.01%
100
517
$8.14K ﹤0.01%
263
+2
518
$8.14K ﹤0.01%
622
-2,553
519
$7.62K ﹤0.01%
102
520
$7.43K ﹤0.01%
58
-230
521
$7.33K ﹤0.01%
84
522
$7.31K ﹤0.01%
239
+1
523
$7.17K ﹤0.01%
123
524
$7.15K ﹤0.01%
643
-72
525
$7.14K ﹤0.01%
73
19 20
21
22 23