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
701
$2K ﹤0.01%
268
+4
702
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49
703
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+500
704
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16
+1
705
$2K ﹤0.01%
18
706
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36
707
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73
708
$1K ﹤0.01%
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709
$1K ﹤0.01%
26
710
$1K ﹤0.01%
2
711
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712
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9
+1
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$1K ﹤0.01%
3
714
$1K ﹤0.01%
+100
715
$1K ﹤0.01%
20
716
$1K ﹤0.01%
38
717
$1K ﹤0.01%
150
718
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26
-577
719
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11
+1
720
$1K ﹤0.01%
40
+1
721
$1K ﹤0.01%
13
722
$1K ﹤0.01%
+100
723
$1K ﹤0.01%
54
724
$1K ﹤0.01%
30
725
$1K ﹤0.01%
200
27 28
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30 31