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
601
$4.19K ﹤0.01%
+60
602
$4.18K ﹤0.01%
200
603
$4.17K ﹤0.01%
120
-610
604
$4.14K ﹤0.01%
38
605
$4.03K ﹤0.01%
54
606
$4.03K ﹤0.01%
101
+1
607
$4.02K ﹤0.01%
28
608
$4K ﹤0.01%
68
609
$3.94K ﹤0.01%
25
610
$3.92K ﹤0.01%
25
611
$3.9K ﹤0.01%
100
-107
612
$3.89K ﹤0.01%
116
+1
613
$3.75K ﹤0.01%
81
614
$3.65K ﹤0.01%
58
615
$3.65K ﹤0.01%
153
-200
616
$3.63K ﹤0.01%
49
-1
617
$3.58K ﹤0.01%
+19
618
$3.58K ﹤0.01%
207
619
$3.49K ﹤0.01%
49
620
$3.45K ﹤0.01%
+68
621
$3.44K ﹤0.01%
69
622
$3.43K ﹤0.01%
26
623
$3.34K ﹤0.01%
+6
624
$3.31K ﹤0.01%
104
+84
625
$3.31K ﹤0.01%
155
+1
23 24
25
26 27