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
251
$65.7K 0.02%
2,693
-242
252
$64.4K 0.02%
1,175
-5
253
$64.2K 0.02%
1,626
-1
254
$64.1K 0.02%
919
-62
255
$63.8K 0.02%
1,825
-201
256
$63.7K 0.02%
1,215
+625
257
$63.6K 0.02%
390
258
$63.5K 0.02%
888
259
$62.9K 0.02%
2,015
+4
260
$62.5K 0.02%
2,042
+26
261
$61.8K 0.02%
738
262
$61.2K 0.02%
800
263
$60.8K 0.01%
1,328
-5
264
$60.2K 0.01%
3,087
-4,552
265
$60.2K 0.01%
685
+6
266
$58.5K 0.01%
637
+4
267
$58.1K 0.01%
416
268
$57.6K 0.01%
503
269
$57.5K 0.01%
125
-42
270
$57.1K 0.01%
1,240
-464
271
$56.6K 0.01%
21,369
+13,540
272
$56.5K 0.01%
+1,767
273
$56.3K 0.01%
384
274
$55.3K 0.01%
2,500
275
$55.1K 0.01%
+476
9 10
11
12 13