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
576
$6K ﹤0.01%
+266
577
$6K ﹤0.01%
100
578
$6K ﹤0.01%
80
579
$6K ﹤0.01%
35
580
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34
581
$6K ﹤0.01%
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582
$6K ﹤0.01%
260
+10
583
$6K ﹤0.01%
71
584
$6K ﹤0.01%
150
+40
585
$5K ﹤0.01%
401
+50
586
$5K ﹤0.01%
21
587
$5K ﹤0.01%
81
588
$5K ﹤0.01%
150
589
$5K ﹤0.01%
270
590
$5K ﹤0.01%
+200
591
$5K ﹤0.01%
53
+48
592
$5K ﹤0.01%
166
593
$5K ﹤0.01%
32
594
$5K ﹤0.01%
130
+1
595
$5K ﹤0.01%
105
+1
596
$5K ﹤0.01%
45
597
$5K ﹤0.01%
475
+3
598
$5K ﹤0.01%
+37
599
$5K ﹤0.01%
462
+13
600
$5K ﹤0.01%
+80
22 23
24
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