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
626
$3.3K ﹤0.01%
16
627
$3.27K ﹤0.01%
49
628
$3.25K ﹤0.01%
195
+161
629
$3.2K ﹤0.01%
60
630
$3.15K ﹤0.01%
111
631
$3.12K ﹤0.01%
57
632
$3.08K ﹤0.01%
+48
633
$3.03K ﹤0.01%
90
634
$2.99K ﹤0.01%
33
635
$2.99K ﹤0.01%
448
636
$2.98K ﹤0.01%
28
637
$2.94K ﹤0.01%
100
-1
638
$2.87K ﹤0.01%
40
639
$2.82K ﹤0.01%
100
640
$2.77K ﹤0.01%
+168
641
$2.76K ﹤0.01%
227
642
$2.73K ﹤0.01%
+11
643
$2.71K ﹤0.01%
105
+2
644
$2.69K ﹤0.01%
73
645
$2.63K ﹤0.01%
37
646
$2.63K ﹤0.01%
75
647
$2.63K ﹤0.01%
96
-758
648
$2.53K ﹤0.01%
30
649
$2.52K ﹤0.01%
+88
650
$2.52K ﹤0.01%
+60
24 25
26
27 28