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
701
$1.17K ﹤0.01%
100
702
$1.14K ﹤0.01%
10
703
$1.13K ﹤0.01%
200
704
$1.13K ﹤0.01%
100
705
$1K ﹤0.01%
105
+2
706
$992 ﹤0.01%
4
-17
707
$991 ﹤0.01%
88
708
$968 ﹤0.01%
13
709
$964 ﹤0.01%
+26
710
$946 ﹤0.01%
15
711
$914 ﹤0.01%
42
712
$907 ﹤0.01%
17
-1
713
$894 ﹤0.01%
35
714
$865 ﹤0.01%
22
715
$811 ﹤0.01%
26
716
$773 ﹤0.01%
38
717
$737 ﹤0.01%
6
718
$723 ﹤0.01%
36
-223
719
$705 ﹤0.01%
31
720
$704 ﹤0.01%
+23
721
$695 ﹤0.01%
3
722
$686 ﹤0.01%
8
-1
723
$680 ﹤0.01%
100
724
$654 ﹤0.01%
10
-1
725
$653 ﹤0.01%
20
27 28
29
30 31