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
201
$94.4K 0.02%
456
+13
202
$94.2K 0.02%
2,150
203
$92.9K 0.02%
1,843
-245
204
$92.8K 0.02%
933
-62
205
$92.5K 0.02%
1,364
+104
206
$91.7K 0.02%
553
-59
207
$91.7K 0.02%
5,338
+238
208
$91.6K 0.02%
343
+6
209
$90.3K 0.02%
1,664
210
$87.9K 0.02%
634
211
$87.4K 0.02%
999
-99
212
$87.2K 0.02%
7,833
-817
213
$86.9K 0.02%
2,919
+2,519
214
$86.5K 0.02%
3,358
-1,972
215
$85.7K 0.02%
157
-1
216
$84.6K 0.02%
6,000
217
$83.3K 0.02%
613
-290
218
$82.8K 0.02%
984
+2
219
$82.3K 0.02%
692
220
$82.1K 0.02%
580
-774
221
$81.5K 0.02%
1,921
222
$80.5K 0.02%
220
-292
223
$78.7K 0.02%
367
224
$77.9K 0.02%
3,493
225
$77.7K 0.02%
1,182
7 8
9
10 11