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
526
$7.14K ﹤0.01%
300
527
$7.12K ﹤0.01%
34
528
$7.1K ﹤0.01%
156
-200
529
$7.09K ﹤0.01%
124
530
$7.09K ﹤0.01%
71
-8
531
$7.02K ﹤0.01%
9,500
532
$6.91K ﹤0.01%
273
+30
533
$6.9K ﹤0.01%
249
534
$6.9K ﹤0.01%
72
535
$6.88K ﹤0.01%
246
-141
536
$6.86K ﹤0.01%
500
537
$6.79K ﹤0.01%
228
+3
538
$6.73K ﹤0.01%
217
-786
539
$6.69K ﹤0.01%
773
540
$6.69K ﹤0.01%
91
541
$6.67K ﹤0.01%
115
542
$6.55K ﹤0.01%
+531
543
$6.54K ﹤0.01%
21
544
$6.5K ﹤0.01%
+225
545
$6.46K ﹤0.01%
214
546
$6.44K ﹤0.01%
+411
547
$6.44K ﹤0.01%
19
548
$6.43K ﹤0.01%
26
+11
549
$6.36K ﹤0.01%
81
550
$6.36K ﹤0.01%
500
20 21
22
23 24