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
76
$491K 0.12%
2,621
-1
77
$487K 0.12%
1,418
-304
78
$465K 0.12%
15,000
79
$461K 0.12%
5,128
-632
80
$447K 0.11%
+7,260
81
$441K 0.11%
4,178
-2,962
82
$435K 0.11%
+20,039
83
$422K 0.11%
11,232
84
$402K 0.1%
+11,650
85
$401K 0.1%
4,775
-17,917
86
$388K 0.1%
7,502
+838
87
$373K 0.09%
1,559
-107
88
$363K 0.09%
6,082
-855
89
$353K 0.09%
6,889
-1,038
90
$351K 0.09%
11,611
+3,647
91
$350K 0.09%
11,703
+5,325
92
$336K 0.08%
1,932
-80
93
$331K 0.08%
2,000
-2,000
94
$331K 0.08%
1,543
-15
95
$328K 0.08%
1,817
-1,328
96
$326K 0.08%
6,906
-716
97
$326K 0.08%
4,529
-894
98
$317K 0.08%
6,560
+15
99
$311K 0.08%
4,097
-424
100
$309K 0.08%
2,506
-661
2 3
4
5 6