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
576
$3.41K ﹤0.01%
58
577
$3.4K ﹤0.01%
1,219
578
$3.38K ﹤0.01%
16
579
$3.37K ﹤0.01%
49
+1
580
$3.36K ﹤0.01%
49
581
$3.3K ﹤0.01%
448
582
$3.22K ﹤0.01%
57
583
$3.14K ﹤0.01%
350
584
$3.06K ﹤0.01%
227
585
$3.04K ﹤0.01%
81
586
$3.01K ﹤0.01%
158
+2
587
$3K ﹤0.01%
32
588
$2.98K ﹤0.01%
33
589
$2.95K ﹤0.01%
66
590
$2.91K ﹤0.01%
157
+2
591
$2.91K ﹤0.01%
544
592
$2.9K ﹤0.01%
168
593
$2.87K ﹤0.01%
88
594
$2.81K ﹤0.01%
87
595
$2.75K ﹤0.01%
6
596
$2.75K ﹤0.01%
90
597
$2.75K ﹤0.01%
9
598
$2.71K ﹤0.01%
36
599
$2.7K ﹤0.01%
30
600
$2.68K ﹤0.01%
28
22 23
24
25 26