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
276
$58.2K 0.01%
553
+181
277
$57.5K 0.01%
234
-554
278
$56.9K 0.01%
2,500
279
$56K 0.01%
295
280
$55.9K 0.01%
1,362
-330
281
$55.8K 0.01%
1,093
+10
282
$55.3K 0.01%
789
283
$54.4K 0.01%
3,373
284
$54.4K 0.01%
+331
285
$53.9K 0.01%
6,500
286
$52.5K 0.01%
+1,183
287
$52.4K 0.01%
541
288
$52.3K 0.01%
1,145
+59
289
$51.9K 0.01%
1,610
+363
290
$50.7K 0.01%
760
291
$50.1K 0.01%
1,000
292
$49.8K 0.01%
121
293
$48.3K 0.01%
558
+4
294
$48K 0.01%
655
295
$46.9K 0.01%
384
296
$46.4K 0.01%
805
297
$45.8K 0.01%
750
298
$45.7K 0.01%
1,856
299
$45.4K 0.01%
553
300
$45.4K 0.01%
136
10 11
12
13 14