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
51
$1.02M 0.24%
6,133
+15
52
$986K 0.23%
47,901
-37,550
53
$982K 0.23%
10,033
-416
54
$971K 0.23%
33,843
-4,065
55
$958K 0.22%
2,162
-89
56
$929K 0.22%
9,516
-7,487
57
$877K 0.21%
28,368
+19,361
58
$842K 0.2%
16,077
+672
59
$834K 0.2%
4,455
-97
60
$824K 0.19%
5,076
+1,306
61
$747K 0.17%
1,387
+107
62
$737K 0.17%
2,161
+200
63
$717K 0.17%
6,682
+257
64
$708K 0.17%
28,313
+33
65
$692K 0.16%
16,360
-12,590
66
$652K 0.15%
5,654
-272
67
$635K 0.15%
19,423
68
$631K 0.15%
4,717
-118
69
$626K 0.15%
4,128
+95
70
$615K 0.14%
2,349
-175
71
$600K 0.14%
14,978
72
$597K 0.14%
44,939
-6,258
73
$596K 0.14%
16,035
-48
74
$587K 0.14%
8,696
-916
75
$572K 0.13%
3,656
+13
1 2
3
4 5