SWM
Sugarloaf Wealth Management Portfolio holdings
AUM
$529M
1-Year Return
14.14%
This Quarter Return
+14.37%
1 Year Return
+14.14%
3 Year Return
+10.3%
5 Year Return
+47.85%
10 Year Return
–
AUM
$261M
AUM Growth
+$37.2M
(+17%)
Cap. Flow
+$6.56M
Cap. Flow
% of AUM
2.52%
Top 10 Holdings %
Top 10 Hldgs %
57.26%
Holding
788
New
30
Increased
175
Reduced
93
Closed
49
Top Buys
Top Sells
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$6.79M |
| 2 |
Intel
INTC
|
+$787K |
| 3 |
Target
TGT
|
+$524K |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$504K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$448K |
Sector Composition
| 1 | Technology | 5.4% |
| 2 | Financials | 4.77% |
| 3 | Consumer Staples | 4.36% |
| 4 | Consumer Discretionary | 3.71% |
| 5 | Healthcare | 2.66% |
