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
101
$277K 0.06%
12,193
102
$266K 0.06%
4,808
+230
103
$265K 0.06%
4,427
+32
104
$262K 0.06%
1,460
-362
105
$262K 0.06%
568
+35
106
$248K 0.06%
16,417
-2,863
107
$248K 0.06%
2,810
+347
108
$248K 0.06%
560
109
$241K 0.06%
7,211
-948
110
$239K 0.06%
3,317
111
$238K 0.06%
1,084
112
$237K 0.06%
2,427
-92
113
$237K 0.06%
2,217
-905
114
$234K 0.05%
826
+1
115
$229K 0.05%
6,253
-493
116
$228K 0.05%
+11,883
117
$228K 0.05%
4,712
+3,791
118
$227K 0.05%
2,273
+1,182
119
$222K 0.05%
2,477
-93
120
$222K 0.05%
1,540
+1
121
$221K 0.05%
1,566
+932
122
$219K 0.05%
1,260
+952
123
$219K 0.05%
3,018
+42
124
$219K 0.05%
17,914
-4,841
125
$218K 0.05%
1,026
3 4
5
6 7