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
101
$307K 0.08%
16,628
-1,860
102
$298K 0.07%
6,374
-128
103
$282K 0.07%
2,829
-243
104
$277K 0.07%
4,365
-494
105
$268K 0.07%
6,221
-5,887
106
$266K 0.07%
2,648
-249
107
$264K 0.07%
2,565
-2,754
108
$263K 0.07%
2,600
+99
109
$259K 0.07%
1,084
110
$258K 0.06%
6,104
111
$254K 0.06%
2,923
-1,448
112
$254K 0.06%
5,164
+3,938
113
$252K 0.06%
1,072
114
$235K 0.06%
2,366
+7
115
$231K 0.06%
657
+222
116
$230K 0.06%
1,639
117
$224K 0.06%
1,537
+1
118
$224K 0.06%
19,238
-1,390
119
$220K 0.06%
6,711
-64,465
120
$216K 0.05%
445
-234
121
$216K 0.05%
8,168
-23
122
$209K 0.05%
794
+5
123
$206K 0.05%
3,143
-24
124
$204K 0.05%
1,506
+3
125
$203K 0.05%
2,425
+3
3 4
5
6 7