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
726
$1K ﹤0.01%
+101
727
$1K ﹤0.01%
100
728
$1K ﹤0.01%
+31
729
$1K ﹤0.01%
417
730
$1K ﹤0.01%
15
731
$1K ﹤0.01%
13
732
$1K ﹤0.01%
10
733
$1K ﹤0.01%
100
734
$1K ﹤0.01%
32
735
– –
0
736
$1K ﹤0.01%
7
737
$1K ﹤0.01%
100
738
$1K ﹤0.01%
115
739
$1K ﹤0.01%
4
740
$1K ﹤0.01%
200
741
$1K ﹤0.01%
18
+1
742
$1K ﹤0.01%
7
743
$1K ﹤0.01%
5
744
$1K ﹤0.01%
22
+1
745
$1K ﹤0.01%
33
746
$1K ﹤0.01%
162
+10
747
$1K ﹤0.01%
250
748
$1K ﹤0.01%
+10
749
$1K ﹤0.01%
3
750
$1K ﹤0.01%
5
28 29
30
31 32