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
576
$5.18K ﹤0.01%
57
+6
577
$5.18K ﹤0.01%
200
578
$5.15K ﹤0.01%
227
-1
579
$5.11K ﹤0.01%
350
-59
580
$5.09K ﹤0.01%
498
+20
581
$4.96K ﹤0.01%
750
+500
582
$4.95K ﹤0.01%
202
583
$4.94K ﹤0.01%
205
+28
584
$4.77K ﹤0.01%
81
585
$4.76K ﹤0.01%
150
586
$4.74K ﹤0.01%
529
587
$4.69K ﹤0.01%
54
-336
588
$4.63K ﹤0.01%
80
589
$4.62K ﹤0.01%
16
+12
590
$4.53K ﹤0.01%
280
+7
591
$4.53K ﹤0.01%
166
592
$4.48K ﹤0.01%
226
+3
593
$4.48K ﹤0.01%
129
-1
594
$4.44K ﹤0.01%
45
595
$4.41K ﹤0.01%
33
596
$4.35K ﹤0.01%
+13
597
$4.33K ﹤0.01%
56
598
$4.28K ﹤0.01%
155
+1
599
$4.22K ﹤0.01%
107
+1
600
$4.21K ﹤0.01%
4,750
+2,050
22 23
24
25 26