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
676
$1.92K ﹤0.01%
60
677
$1.9K ﹤0.01%
69
678
$1.87K ﹤0.01%
46
679
$1.86K ﹤0.01%
121
680
$1.81K ﹤0.01%
+104
681
$1.78K ﹤0.01%
49
682
$1.76K ﹤0.01%
218
-700
683
$1.64K ﹤0.01%
62
684
$1.62K ﹤0.01%
51
-94
685
$1.6K ﹤0.01%
16
686
$1.56K ﹤0.01%
+30
687
$1.53K ﹤0.01%
40
-1
688
$1.51K ﹤0.01%
115
689
$1.49K ﹤0.01%
186
-291
690
$1.46K ﹤0.01%
54
691
$1.46K ﹤0.01%
+7
692
$1.44K ﹤0.01%
10
693
$1.39K ﹤0.01%
26
694
$1.36K ﹤0.01%
+12
695
$1.35K ﹤0.01%
20
-142
696
$1.34K ﹤0.01%
22
697
$1.3K ﹤0.01%
200
698
$1.29K ﹤0.01%
10
699
$1.21K ﹤0.01%
7
700
$1.2K ﹤0.01%
7
26 27
28
29 30