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
51
$887K 0.22%
18,012
+2,067
52
$867K 0.22%
2,266
-151
53
$812K 0.2%
4,656
-1
54
$741K 0.19%
15,684
-1,836
55
$718K 0.18%
56,554
-3,315
56
$716K 0.18%
5,083
-753
57
$689K 0.17%
6,210
-183
58
$666K 0.17%
16,901
-2,625
59
$664K 0.17%
6,020
-7,228
60
$641K 0.16%
56,869
-5,575
61
$622K 0.16%
10,084
-218
62
$615K 0.15%
3,427
-667
63
$610K 0.15%
1,336
-91
64
$588K 0.15%
5,637
-481
65
$584K 0.15%
3,855
-397
66
$582K 0.15%
1,883
+2
67
$573K 0.14%
3,771
-585
68
$572K 0.14%
4,321
+29
69
$572K 0.14%
313,067
+311,567
70
$568K 0.14%
19,423
-3,500
71
$540K 0.14%
+20,858
72
$519K 0.13%
19,098
-319
73
$516K 0.13%
1,374
-149
74
$513K 0.13%
3,440
-3
75
$495K 0.12%
26,901
-6,954
1 2
3
4 5