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
$494M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.79%
2 Financials 3.89%
3 Healthcare 2.23%
4 Consumer Discretionary 2.04%
5 Consumer Staples 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$45.9K 0.01%
2,000
302
$45.3K 0.01%
121
303
$44.9K 0.01%
655
304
$44.5K 0.01%
809
305
$44.1K 0.01%
+1,429
306
$44K 0.01%
1,856
307
$43.9K 0.01%
1,500
308
$43.8K 0.01%
192
309
$43.4K 0.01%
553
310
$43.3K 0.01%
750
311
$42.7K 0.01%
423
312
$42.1K 0.01%
229
313
$41.1K 0.01%
694
+412
314
$41K 0.01%
1,950
+700
315
$40.6K 0.01%
2,782
316
$39.9K 0.01%
860
317
$39.9K 0.01%
136
318
$39.9K 0.01%
4,850
319
$39.6K 0.01%
610
320
$39.4K 0.01%
1,250
-156
321
$39.3K 0.01%
375
-178
322
$38.9K 0.01%
697
323
$37.4K 0.01%
1,068
324
$37K 0.01%
554
+5
325
$36.7K 0.01%
500