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
176
$124K 0.03%
12,892
-11,501
177
$120K 0.03%
3,160
+1,743
178
$119K 0.03%
1,260
-7
179
$119K 0.03%
1,224
-109
180
$117K 0.03%
1,062
+10
181
$117K 0.03%
11,054
-7,364
182
$116K 0.03%
+3,500
183
$114K 0.03%
621
+1
184
$112K 0.03%
2,223
+13
185
$112K 0.03%
2,472
-1,500
186
$110K 0.03%
1,044
187
$104K 0.03%
1,230
188
$102K 0.03%
186
+12
189
$102K 0.03%
1,061
-181
190
$101K 0.03%
2,438
-813
191
$99.2K 0.02%
1,821
+1,374
192
$99.2K 0.02%
3,016
193
$98.4K 0.02%
+2,808
194
$97.8K 0.02%
3,585
195
$97.6K 0.02%
1,713
-99
196
$96.6K 0.02%
364
-39
197
$96.4K 0.02%
9,374
+127
198
$95.4K 0.02%
2,800
199
$95.2K 0.02%
1,923
200
$94.7K 0.02%
1,545
6 7
8
9 10