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
551
$6.35K ﹤0.01%
105
552
$6.22K ﹤0.01%
54
553
$6.2K ﹤0.01%
312
554
$6.19K ﹤0.01%
250
555
$6.16K ﹤0.01%
56
556
$6.13K ﹤0.01%
99
-1
557
$6.13K ﹤0.01%
250
-10
558
$6.09K ﹤0.01%
22
559
$6.04K ﹤0.01%
292
560
$5.77K ﹤0.01%
32
561
$5.74K ﹤0.01%
57
+50
562
$5.73K ﹤0.01%
116
563
$5.69K ﹤0.01%
317
-32
564
$5.59K ﹤0.01%
69
-667
565
$5.58K ﹤0.01%
196
566
$5.58K ﹤0.01%
59
567
$5.55K ﹤0.01%
270
568
$5.51K ﹤0.01%
467
569
$5.51K ﹤0.01%
48
+11
570
$5.4K ﹤0.01%
437
571
$5.37K ﹤0.01%
172
572
$5.36K ﹤0.01%
213
-98
573
$5.35K ﹤0.01%
78
+51
574
$5.35K ﹤0.01%
37
575
$5.26K ﹤0.01%
+773
21 22
23
24 25