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
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$12.1M
3
+$7.75M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.96M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.33M

Top Sells

1
+$13.5M
2
+$11.7M
3
+$5.42M
4
OSCV icon
Opus Small Cap Value ETF
OSCV
+$3.48M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$1.65M

Sector Composition

1 Technology 6.06%
2 Financials 3.7%
3 Consumer Discretionary 3%
4 Healthcare 2.83%
5 Consumer Staples 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2K ﹤0.01%
227
677
$2K ﹤0.01%
4
678
$2K ﹤0.01%
448
679
$2K ﹤0.01%
71
+9
680
$2K ﹤0.01%
15
681
$2K ﹤0.01%
100
682
$2K ﹤0.01%
+150
683
$2K ﹤0.01%
80
684
$2K ﹤0.01%
+75
685
$2K ﹤0.01%
1
-3
686
$2K ﹤0.01%
116
+4
687
$2K ﹤0.01%
109
688
$2K ﹤0.01%
104
+1
689
$2K ﹤0.01%
7
-226
690
$2K ﹤0.01%
61
691
$2K ﹤0.01%
31
692
$2K ﹤0.01%
+25
693
$2K ﹤0.01%
35
694
$2K ﹤0.01%
22
695
$2K ﹤0.01%
22
+1
696
$2K ﹤0.01%
69
697
$2K ﹤0.01%
37
698
$2K ﹤0.01%
45
+1
699
$2K ﹤0.01%
87
700
$2K ﹤0.01%
7
-117
26 27
28
29 30