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
$483M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$6.62M
3
+$5.65M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.59M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$3.73M

Top Sells

1
+$3.58M
2
+$1.25M
3
+$696K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$589K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$531K

Sector Composition

1 Technology 7.17%
2 Financials 3.94%
3 Healthcare 2.4%
4 Consumer Discretionary 2.16%
5 Consumer Staples 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$76.6K 0.02%
908
+470
252
$76.4K 0.02%
1,597
+1
253
$75K 0.02%
508
254
$74.5K 0.02%
789
-75
255
$73.5K 0.02%
2,256
-109,852
256
$73.4K 0.02%
1,263
-21
257
$73K 0.02%
1,180
258
$71.4K 0.01%
418
259
$71.2K 0.01%
1,464
260
$69.8K 0.01%
125
261
$69.4K 0.01%
145
262
$69.3K 0.01%
+1,664
263
$68.3K 0.01%
491
264
$67.8K 0.01%
3,087
265
$67.4K 0.01%
140
266
$66.2K 0.01%
738
267
$63.9K 0.01%
222
268
$63.9K 0.01%
2,000
269
$62.7K 0.01%
1,503
270
$62.7K 0.01%
728
-423
271
$61.8K 0.01%
503
272
$61.4K 0.01%
1,700
273
$61.2K 0.01%
700
274
$61.1K 0.01%
666
+5
275
$59.6K 0.01%
1,882
-1,099
9 10
11
12 13