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
$367M
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.42%
2 Financials 4.58%
3 Consumer Discretionary 3.48%
4 Healthcare 2.48%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$57K 0.02%
1,131
+1
252
$55K 0.02%
422
+402
253
$55K 0.02%
738
254
$55K 0.02%
2,006
255
$55K 0.02%
251
+19
256
$55K 0.02%
542
-1,456
257
$54K 0.01%
1,036
+5
258
$54K 0.01%
247
259
$53K 0.01%
1,432
260
$52K 0.01%
535
-523
261
$52K 0.01%
253
+1
262
$52K 0.01%
183
263
$51K 0.01%
4,850
264
$51K 0.01%
140
265
$51K 0.01%
148
+23
266
$50K 0.01%
2
267
$49K 0.01%
459
+431
268
$49K 0.01%
553
269
$48K 0.01%
927
+827
270
$48K 0.01%
589
+1
271
$48K 0.01%
1,856
+20
272
$48K 0.01%
250
273
$47K 0.01%
612
+1
274
$47K 0.01%
191
+178
275
$47K 0.01%
216