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
$407M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$9.44M
2
+$5.12M
3
+$2.29M
4
PGR icon
Progressive
PGR
+$2.28M
5
AVGO icon
Broadcom
AVGO
+$2.12M

Top Sells

1
+$28.6M
2
+$3.78M
3
+$2.76M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$540K
5
NEM icon
Newmont
NEM
+$497K

Sector Composition

1 Technology 6.97%
2 Financials 3.66%
3 Healthcare 2.61%
4 Consumer Staples 2.24%
5 Consumer Discretionary 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$79.7K 0.02%
1,464
227
$79.4K 0.02%
613
228
$78.4K 0.02%
228
+37
229
$77.9K 0.02%
583
230
$77.3K 0.02%
2,819
+55
231
$77K 0.02%
464
-40
232
$75.8K 0.02%
4,635
+340
233
$75.6K 0.02%
220
234
$74.5K 0.02%
393
-228
235
$73.8K 0.02%
2,400
236
$72.2K 0.02%
157
+106
237
$71.1K 0.02%
1,645
-4,459
238
$71.1K 0.02%
316
+104
239
$70.2K 0.02%
4,034
240
$69.8K 0.02%
528
-52
241
$69.6K 0.02%
769
-461
242
$69.5K 0.02%
5,610
+42
243
$68.8K 0.02%
488
+196
244
$68.7K 0.02%
375
245
$68.1K 0.02%
238
246
$68K 0.02%
502
+327
247
$67.9K 0.02%
4,652
248
$67.4K 0.02%
2,100
249
$67.4K 0.02%
2,000
250
$66.9K 0.02%
484
+2
8 9
10
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