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
651
$2.48K ﹤0.01%
+15
652
$2.45K ﹤0.01%
327
+8
653
$2.45K ﹤0.01%
350
654
$2.41K ﹤0.01%
233
-6,697
655
$2.41K ﹤0.01%
250
656
$2.4K ﹤0.01%
32
657
$2.37K ﹤0.01%
100
658
$2.37K ﹤0.01%
277
-60
659
$2.34K ﹤0.01%
87
660
$2.31K ﹤0.01%
251
-150
661
$2.31K ﹤0.01%
61
662
$2.3K ﹤0.01%
44
663
$2.26K ﹤0.01%
334
664
$2.25K ﹤0.01%
15
665
$2.23K ﹤0.01%
21
-1,082
666
$2.21K ﹤0.01%
+150
667
$2.18K ﹤0.01%
36
668
$2.12K ﹤0.01%
3
-57
669
$2.08K ﹤0.01%
106
-98
670
$2.07K ﹤0.01%
+168
671
$2.07K ﹤0.01%
1,219
672
$2.06K ﹤0.01%
+14
673
$2.04K ﹤0.01%
72
-1
674
$2.02K ﹤0.01%
1
675
$1.92K ﹤0.01%
+123
25 26
27
28 29