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
551
$7K ﹤0.01%
529
552
$7K ﹤0.01%
153
+2
553
$7K ﹤0.01%
58
554
$7K ﹤0.01%
+1,157
555
$7K ﹤0.01%
3,500
+2,500
556
$7K ﹤0.01%
77
+50
557
$7K ﹤0.01%
53
-135
558
$7K ﹤0.01%
73
559
$7K ﹤0.01%
91
560
$7K ﹤0.01%
72
561
$7K ﹤0.01%
64
562
$7K ﹤0.01%
115
+3
563
$7K ﹤0.01%
+705
564
$6K ﹤0.01%
500
-600
565
$6K ﹤0.01%
56
566
$6K ﹤0.01%
232
+3
567
$6K ﹤0.01%
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568
$6K ﹤0.01%
59
569
$6K ﹤0.01%
116
570
$6K ﹤0.01%
292
571
$6K ﹤0.01%
312
+2
572
$6K ﹤0.01%
84
573
$6K ﹤0.01%
201
+1
574
$6K ﹤0.01%
467
575
$6K ﹤0.01%
250
21 22
23
24 25