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
326
$36.6K 0.01%
87
327
$35.9K 0.01%
380
328
$35.8K 0.01%
3,373
329
$35.2K 0.01%
1,273
330
$35.1K 0.01%
926
331
$35K 0.01%
+400
332
$35K 0.01%
78
333
$35K 0.01%
984
-51
334
$34.4K 0.01%
800
335
$33.8K 0.01%
103
+1
336
$33.8K 0.01%
33
337
$33.1K 0.01%
218
338
$33K 0.01%
495
339
$32.9K 0.01%
335
340
$32.8K 0.01%
493
+2
341
$31.9K 0.01%
1,288
+8
342
$31.3K 0.01%
257
343
$31.1K 0.01%
140
344
$30.8K 0.01%
425
-300
345
$30.2K 0.01%
147
346
$29.5K 0.01%
150
347
$29.4K 0.01%
1,200
348
$29.3K 0.01%
1,059
349
$28.8K 0.01%
302
350
$28.6K 0.01%
325