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
776
$45 ﹤0.01%
1
777
$40 ﹤0.01%
+2
778
$38 ﹤0.01%
1
779
$37 ﹤0.01%
4
-6
780
– –
0
781
$28 ﹤0.01%
4
782
$20 ﹤0.01%
1
783
$19 ﹤0.01%
1
784
$2 ﹤0.01%
1
785
– –
-13
786
– –
-84
787
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-6
788
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-10
789
– –
-1,351
790
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-4
791
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-36
792
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793
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-568
794
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795
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-1,593
796
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-5
797
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-400
798
– –
-1,227
799
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-84
800
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-6,321
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