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
301
$46.5K 0.01%
308
302
$46.1K 0.01%
738
-35
303
$46.1K 0.01%
840
-1,003
304
$45.1K 0.01%
747
305
$44.7K 0.01%
240
-1
306
$44.6K 0.01%
1,170
307
$44.5K 0.01%
535
-34
308
$44.2K 0.01%
1,967
+14
309
$44K 0.01%
1,465
310
$43.3K 0.01%
1,179
-29
311
$42.9K 0.01%
136
312
$42.6K 0.01%
2,365
-14,263
313
$42K 0.01%
809
314
$41.7K 0.01%
+427
315
$41K 0.01%
295
316
$40.5K 0.01%
527
317
$40.2K 0.01%
259
318
$40K 0.01%
404
+331
319
$40K 0.01%
404
+3
320
$38.9K 0.01%
1,856
321
$38.7K 0.01%
2,000
322
$38.1K 0.01%
902
+292
323
$38.1K 0.01%
610
324
$37.3K 0.01%
994
325
$37.3K 0.01%
749
-1
11 12
13
14 15