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
626
$1.74K ﹤0.01%
7
627
$1.73K ﹤0.01%
16
+1
628
$1.66K ﹤0.01%
62
629
$1.65K ﹤0.01%
61
630
$1.63K ﹤0.01%
22
631
$1.57K ﹤0.01%
187
+1
632
$1.41K ﹤0.01%
4
633
$1.38K ﹤0.01%
54
634
$1.25K ﹤0.01%
100
635
$1.22K ﹤0.01%
35
636
$1.17K ﹤0.01%
7
637
$1.14K ﹤0.01%
10
638
$1.05K ﹤0.01%
13
639
$1.04K ﹤0.01%
7
-50
640
$992 ﹤0.01%
88
641
$922 ﹤0.01%
22
+1
642
$893 ﹤0.01%
100
643
$862 ﹤0.01%
6
644
$818 ﹤0.01%
20
645
$798 ﹤0.01%
26
+1
646
$792 ﹤0.01%
46
-1,315
647
$781 ﹤0.01%
36
648
$776 ﹤0.01%
32
649
$763 ﹤0.01%
8
650
$652 ﹤0.01%
4
24 25
26
27 28