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
176
$143K 0.03%
2,932
177
$138K 0.03%
1,410
-357
178
$138K 0.03%
2,665
-1,059
179
$138K 0.03%
1,823
+333
180
$136K 0.03%
4,170
-1,851
181
$135K 0.03%
660
+83
182
$135K 0.03%
436
+38
183
$132K 0.03%
4,526
184
$130K 0.03%
1,315
185
$128K 0.03%
1,832
+1
186
$126K 0.03%
2,223
187
$121K 0.03%
1,572
+10
188
$121K 0.03%
1,552
+60
189
$119K 0.03%
3,970
190
$118K 0.03%
227
+29
191
$118K 0.03%
1,406
+2
192
$117K 0.03%
2,808
193
$116K 0.03%
1,189
-35
194
$116K 0.03%
500
195
$115K 0.03%
1,044
196
$114K 0.03%
538
-265
197
$111K 0.03%
2,248
-425
198
$108K 0.03%
553
+1
199
$108K 0.03%
2,644
+1,291
200
$107K 0.03%
3,585
6 7
8
9 10