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
526
$6.4K ﹤0.01%
773
527
$6.36K ﹤0.01%
500
528
$6.29K ﹤0.01%
82
+1
529
$6.27K ﹤0.01%
22
-65
530
$6.22K ﹤0.01%
525
-4
531
$6.21K ﹤0.01%
1,368
-416
532
$6.19K ﹤0.01%
70
-52
533
$6.14K ﹤0.01%
292
534
$5.86K ﹤0.01%
385
-1,741
535
$5.77K ﹤0.01%
81
536
$5.67K ﹤0.01%
+100
537
$5.56K ﹤0.01%
378
+41
538
$5.46K ﹤0.01%
69
539
$5.44K ﹤0.01%
57
+1
540
$5.42K ﹤0.01%
54
541
$5.41K ﹤0.01%
622
542
$5.34K ﹤0.01%
199
+24
543
$5.3K ﹤0.01%
534
+20
544
$5.28K ﹤0.01%
285
-544
545
$5.27K ﹤0.01%
79
546
$5.26K ﹤0.01%
467
547
$5.21K ﹤0.01%
350
548
$5.17K ﹤0.01%
25
-233
549
$5.03K ﹤0.01%
65
-84
550
$4.89K ﹤0.01%
170
20 21
22
23 24