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
$427M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$1.85M
3
+$1.72M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.68M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$1.57M

Top Sells

1
+$3.21M
2
+$773K
3
+$731K
4
NVDA icon
NVIDIA
NVDA
+$532K
5
MCK icon
McKesson
MCK
+$522K

Sector Composition

1 Technology 7.69%
2 Financials 3.49%
3 Healthcare 2.34%
4 Consumer Discretionary 2.33%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$570K 0.13%
10,170
+1,479
77
$568K 0.13%
5,637
78
$565K 0.13%
313,067
79
$558K 0.13%
15,598
80
$491K 0.11%
3,117
+4
81
$488K 0.11%
18,551
82
$483K 0.11%
1,187
+195
83
$455K 0.11%
2,621
84
$448K 0.1%
3,326
-1,977
85
$445K 0.1%
3,372
+6
86
$429K 0.1%
3,293
-570
87
$427K 0.1%
4,534
-505
88
$425K 0.1%
1,543
89
$407K 0.1%
2,195
+68
90
$402K 0.09%
6,064
-18
91
$397K 0.09%
11,611
92
$389K 0.09%
11,703
93
$356K 0.08%
22,348
-1,928
94
$351K 0.08%
1,426
-117
95
$340K 0.08%
11,232
96
$329K 0.08%
+10,203
97
$326K 0.08%
2,000
98
$318K 0.07%
9,420
99
$289K 0.07%
3,237
-229
100
$279K 0.07%
5,340
-680
2 3
4
5 6