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
276
$54.7K 0.01%
445
-1
277
$54.7K 0.01%
1,353
+368
278
$54.2K 0.01%
6,500
279
$54K 0.01%
1,503
280
$53.4K 0.01%
4,850
281
$53.2K 0.01%
3,672
-2
282
$52.9K 0.01%
1,700
283
$52.7K 0.01%
1,287
-1,873
284
$52.4K 0.01%
553
285
$51.5K 0.01%
674
-193
286
$51.2K 0.01%
638
+41
287
$51.1K 0.01%
259
288
$50.9K 0.01%
5,292
-2,541
289
$50.9K 0.01%
140
290
$50K 0.01%
121
291
$50K 0.01%
222
292
$50K 0.01%
1,000
293
$49.8K 0.01%
541
-145
294
$49.8K 0.01%
1,009
295
$49.8K 0.01%
589
-3
296
$48.1K 0.01%
258
+1
297
$47.6K 0.01%
1,709
+101
298
$47.6K 0.01%
503
+33
299
$46.9K 0.01%
1,686
300
$46.7K 0.01%
921
+93
10 11
12
13 14