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
726
$648 ﹤0.01%
65
727
$591 ﹤0.01%
32
728
$589 ﹤0.01%
+2
729
$564 ﹤0.01%
+8
730
$536 ﹤0.01%
13
731
$511 ﹤0.01%
81
732
$495 ﹤0.01%
30
733
$493 ﹤0.01%
+4
734
$457 ﹤0.01%
8
-1
735
$420 ﹤0.01%
100
736
$420 ﹤0.01%
+3
737
$402 ﹤0.01%
608
738
$400 ﹤0.01%
+19
739
$392 ﹤0.01%
+19
740
$391 ﹤0.01%
5
741
$386 ﹤0.01%
1,750
742
$365 ﹤0.01%
+18
743
$364 ﹤0.01%
+19
744
$362 ﹤0.01%
+19
745
$359 ﹤0.01%
7
746
$358 ﹤0.01%
15
747
$341 ﹤0.01%
1
-1
748
$329 ﹤0.01%
354
-107
749
$305 ﹤0.01%
20
750
$304 ﹤0.01%
+1
28 29
30
31 32