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
201
$104K 0.02%
924
+125
202
$104K 0.02%
278
+50
203
$104K 0.02%
1,717
+2
204
$103K 0.02%
1,488
+10
205
$99.9K 0.02%
376
+60
206
$99.2K 0.02%
2,919
207
$98.8K 0.02%
2,781
208
$98.5K 0.02%
1,351
209
$96.7K 0.02%
3,358
210
$95.4K 0.02%
1,056
+6
211
$92.4K 0.02%
1,517
212
$91.5K 0.02%
2,144
+2
213
$90.3K 0.02%
1,261
-104
214
$90.2K 0.02%
5,975
+1,340
215
$89.7K 0.02%
+3,258
216
$89.5K 0.02%
6,000
217
$89.1K 0.02%
367
218
$88.9K 0.02%
2,150
219
$88.2K 0.02%
2,875
+56
220
$87.9K 0.02%
5,190
-173
221
$86.8K 0.02%
1,826
+1
222
$86.5K 0.02%
583
223
$85.4K 0.02%
192
+35
224
$85.2K 0.02%
464
225
$83.8K 0.02%
692
7 8
9
10 11