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
501
$8.04K ﹤0.01%
58
502
$7.9K ﹤0.01%
196
503
$7.86K ﹤0.01%
437
504
$7.79K ﹤0.01%
71
505
$7.75K ﹤0.01%
120
506
$7.71K ﹤0.01%
59
507
$7.69K ﹤0.01%
18
-1,222
508
$7.59K ﹤0.01%
172
509
$7.39K ﹤0.01%
34
510
$7.35K ﹤0.01%
37
511
$7.33K ﹤0.01%
117
+2
512
$7.32K ﹤0.01%
42
-95
513
$7.3K ﹤0.01%
123
514
$7.23K ﹤0.01%
99
515
$7.18K ﹤0.01%
325
+4
516
$7.04K ﹤0.01%
35
517
$6.98K ﹤0.01%
19
518
$6.97K ﹤0.01%
21
519
$6.96K ﹤0.01%
72
520
$6.95K ﹤0.01%
156
521
$6.84K ﹤0.01%
47
-23
522
$6.82K ﹤0.01%
91
+1
523
$6.54K ﹤0.01%
+282
524
$6.49K ﹤0.01%
56
525
$6.41K ﹤0.01%
244
+26
19 20
21
22 23