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
326
$37.2K 0.01%
1,076
-173
327
$37.2K 0.01%
275
328
$37.1K 0.01%
175
-96
329
$35.8K 0.01%
697
330
$35K 0.01%
182
331
$35K 0.01%
700
-23
332
$34.6K 0.01%
331
333
$34.5K 0.01%
440
-19
334
$34.5K 0.01%
1,785
+63
335
$34K 0.01%
2,126
-744
336
$33.2K 0.01%
1,027
-1
337
$32.9K 0.01%
926
338
$32.6K 0.01%
1,462
339
$32.1K 0.01%
500
340
$32.1K 0.01%
491
341
$31.9K 0.01%
800
342
$31.7K 0.01%
87
343
$31.4K 0.01%
1,100
344
$31.3K 0.01%
1,068
345
$31K 0.01%
149
-8
346
$30.7K 0.01%
+321
347
$29.9K 0.01%
420
348
$29.8K 0.01%
595
349
$29.7K 0.01%
1,964
-58
350
$29.5K 0.01%
250
12 13
14
15 16