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
351
$29.2K 0.01%
495
352
$29K 0.01%
481
-22
353
$28.7K 0.01%
536
-656
354
$28.4K 0.01%
212
-18
355
$27.9K 0.01%
436
356
$27.2K 0.01%
325
357
$27.1K 0.01%
164
+5
358
$27.1K 0.01%
364
359
$27K 0.01%
350
360
$26.6K 0.01%
87
361
$26.4K 0.01%
712
+2
362
$26.1K 0.01%
1,900
363
$26K 0.01%
257
364
$25.9K 0.01%
204
-12
365
$25.4K 0.01%
78
366
$25.4K 0.01%
116
367
$25.3K 0.01%
119
368
$25.3K 0.01%
335
-102
369
$24.5K 0.01%
215
+2
370
$24.3K 0.01%
406
+3
371
$24.3K 0.01%
62
372
$24.2K 0.01%
1,800
373
$24.2K 0.01%
87
+65
374
$23.8K 0.01%
1,361
-347
375
$23.7K 0.01%
34
-123
13 14
15
16 17