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
326
$37.1K 0.01%
140
+19
327
$37K 0.01%
549
+299
328
$36.3K 0.01%
380
329
$36.2K 0.01%
625
-1,293
330
$35.7K 0.01%
1,273
-788
331
$35.6K 0.01%
926
332
$35.4K 0.01%
+586
333
$35.3K 0.01%
331
334
$34.2K 0.01%
800
335
$34.2K 0.01%
87
336
$34.1K 0.01%
495
337
$33.8K 0.01%
275
338
$33.1K 0.01%
277
+3
339
$32.8K 0.01%
912
340
$32.4K 0.01%
257
341
$32.3K 0.01%
150
342
$32.3K 0.01%
1,068
343
$32.1K 0.01%
491
+3
344
$32K 0.01%
82
345
$32K 0.01%
33
346
$31.4K 0.01%
364
347
$31.4K 0.01%
218
+1
348
$31.3K 0.01%
+575
349
$31.2K 0.01%
300
350
$31.2K 0.01%
122
12 13
14
15 16