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
151
$154K 0.04%
1,424
+496
152
$151K 0.04%
1,805
-167
153
$151K 0.04%
1,062
154
$148K 0.04%
4,840
155
$144K 0.04%
952
156
$141K 0.04%
1,509
+44
157
$140K 0.04%
500
158
$140K 0.04%
1,406
+229
159
$139K 0.04%
1,668
160
$139K 0.04%
3,986
-2,861
161
$139K 0.03%
2,046
-20,479
162
$138K 0.03%
627
+2
163
$138K 0.03%
7,639
-8,623
164
$137K 0.03%
1,676
+1
165
$136K 0.03%
1,585
+31
166
$136K 0.03%
4,526
167
$133K 0.03%
1,404
+1
168
$133K 0.03%
8,808
169
$132K 0.03%
4,300
-500
170
$132K 0.03%
1,830
171
$131K 0.03%
1,545
+4
172
$131K 0.03%
1,315
173
$128K 0.03%
2,154
+1,668
174
$126K 0.03%
2,124
+21
175
$125K 0.03%
3,970
5 6
7
8 9