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
751
$287 ﹤0.01%
+57
752
$282 ﹤0.01%
7
753
$280 ﹤0.01%
4
754
$238 ﹤0.01%
10
755
$234 ﹤0.01%
15
756
$226 ﹤0.01%
+10
757
$214 ﹤0.01%
13
758
$207 ﹤0.01%
27
759
$193 ﹤0.01%
10
760
$183 ﹤0.01%
1
761
$175 ﹤0.01%
2
762
$157 ﹤0.01%
+5
763
$153 ﹤0.01%
+2
764
$126 ﹤0.01%
+2
765
$116 ﹤0.01%
33
766
$104 ﹤0.01%
3
767
$89 ﹤0.01%
10
768
$80 ﹤0.01%
25
769
$75 ﹤0.01%
1
770
$60 ﹤0.01%
+1
771
$60 ﹤0.01%
+8
772
$55 ﹤0.01%
1
-1
773
$53 ﹤0.01%
+1
774
$53 ﹤0.01%
7
775
$49 ﹤0.01%
1
-1
29 30
31
32 33