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
526
$9K ﹤0.01%
150
527
$9K ﹤0.01%
82
528
$9K ﹤0.01%
9,500
+7,500
529
$9K ﹤0.01%
600
530
$9K ﹤0.01%
300
531
$9K ﹤0.01%
19
532
$9K ﹤0.01%
955
533
$8K ﹤0.01%
27
+1
534
$8K ﹤0.01%
237
+2
535
$8K ﹤0.01%
124
536
$8K ﹤0.01%
170
+18
537
$8K ﹤0.01%
100
538
$8K ﹤0.01%
+300
539
$8K ﹤0.01%
100
540
$8K ﹤0.01%
102
+1
541
$8K ﹤0.01%
291
542
$8K ﹤0.01%
250
543
$7K ﹤0.01%
214
544
$7K ﹤0.01%
123
545
$7K ﹤0.01%
86
546
$7K ﹤0.01%
222
+3
547
$7K ﹤0.01%
100
548
$7K ﹤0.01%
249
549
$7K ﹤0.01%
773
550
$7K ﹤0.01%
+25
20 21
22
23 24