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
126
$203K 0.05%
4,254
+7
127
$202K 0.05%
1,523
+1
128
$201K 0.05%
1,827
129
$186K 0.05%
1,372
-161
130
$185K 0.05%
541
131
$185K 0.05%
973
-2
132
$183K 0.05%
1,261
-10
133
$182K 0.05%
1,782
134
$182K 0.05%
2,510
+53
135
$180K 0.05%
2,508
136
$179K 0.04%
560
137
$177K 0.04%
1,616
-244
138
$176K 0.04%
1,494
-1,651
139
$176K 0.04%
825
-6
140
$174K 0.04%
3,090
141
$173K 0.04%
3,793
-104
142
$173K 0.04%
848
+3
143
$172K 0.04%
6,120
144
$171K 0.04%
859
-240
145
$171K 0.04%
1,690
+154
146
$168K 0.04%
4,858
-1,642
147
$168K 0.04%
1,768
-339
148
$165K 0.04%
1,860
-660
149
$165K 0.04%
6,237
150
$161K 0.04%
4,074
+46
4 5
6
7 8