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
676
$127 ﹤0.01%
2
677
$116 ﹤0.01%
30
-1
678
$113 ﹤0.01%
1
679
$98 ﹤0.01%
178
+118
680
$93 ﹤0.01%
8
681
$92 ﹤0.01%
33
682
$92 ﹤0.01%
3
683
$67 ﹤0.01%
10
684
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686
$52 ﹤0.01%
1
687
$38 ﹤0.01%
5
-2
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$29 ﹤0.01%
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689
$29 ﹤0.01%
1
690
$22 ﹤0.01%
2
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$1 ﹤0.01%
1
692
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0
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699
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700
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-48
26 27
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29 30