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
126
$216K 0.05%
3,370
-388
127
$215K 0.05%
4,660
+1,648
128
$210K 0.05%
1,062
129
$209K 0.05%
1,513
+4
130
$209K 0.05%
1,294
+33
131
$208K 0.05%
7,954
-1,496
132
$208K 0.05%
2,099
-284
133
$207K 0.05%
4,502
-1,628
134
$207K 0.05%
9,973
+2,558
135
$206K 0.05%
1,727
-246
136
$205K 0.05%
2,045
-793
137
$203K 0.05%
6,595
138
$197K 0.05%
1,657
+1
139
$197K 0.05%
3,090
140
$191K 0.04%
2,283
+6
141
$189K 0.04%
+7,806
142
$187K 0.04%
2,432
+4
143
$186K 0.04%
2,209
144
$183K 0.04%
6,237
145
$183K 0.04%
1,537
+2
146
$181K 0.04%
801
-60
147
$180K 0.04%
1,492
+60
148
$180K 0.04%
856
+402
149
$180K 0.04%
602
+1
150
$177K 0.04%
4,858
4 5
6
7 8