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
551
$4.86K ﹤0.01%
166
552
$4.8K ﹤0.01%
80
553
$4.73K ﹤0.01%
227
554
$4.46K ﹤0.01%
25
555
$4.4K ﹤0.01%
+2,500
556
$4.4K ﹤0.01%
45
557
$4.38K ﹤0.01%
99
558
$4.26K ﹤0.01%
26
559
$4.26K ﹤0.01%
38
560
$4.25K ﹤0.01%
68
561
$4.25K ﹤0.01%
249
562
$4.19K ﹤0.01%
73
563
$4.09K ﹤0.01%
28
564
$4.08K ﹤0.01%
56
565
$4.07K ﹤0.01%
102
-1,185
566
$3.95K ﹤0.01%
210
-8
567
$3.85K ﹤0.01%
780
+1
568
$3.82K ﹤0.01%
75
569
$3.8K ﹤0.01%
25
570
$3.79K ﹤0.01%
108
+2
571
$3.79K ﹤0.01%
40
572
$3.65K ﹤0.01%
200
573
$3.62K ﹤0.01%
116
574
$3.55K ﹤0.01%
33
575
$3.47K ﹤0.01%
105
+3