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
$415M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1 +$2.69M
2 +$1.12M
3 +$787K
4
VTV icon
Vanguard Value ETF
VTV
+$694K
5
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$583K

Sector Composition

1 Technology 8.07%
2 Financials 3.99%
3 Healthcare 2.58%
4 Consumer Discretionary 2.35%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$27.6K 0.01%
+1,650
352
$27.3K 0.01%
122
+1
353
$27.1K 0.01%
250
-1,374
354
$26.9K 0.01%
174
355
$26.5K 0.01%
+572
356
$26.4K 0.01%
243
-63
357
$26K 0.01%
325
358
$25.7K 0.01%
+673
359
$25.6K 0.01%
350
360
$25.3K 0.01%
520
361
$25.1K 0.01%
+329
362
$25K 0.01%
33
363
$24.9K 0.01%
102
364
$24.8K 0.01%
+302
365
$24.8K 0.01%
+332
366
$24.7K 0.01%
2,646
-228
367
$24.7K 0.01%
+1,650
368
$24.6K 0.01%
109
369
$24.4K 0.01%
169
370
$24.4K 0.01%
212
371
$24.1K 0.01%
1,162
372
$23.9K 0.01%
316
373
$23.8K 0.01%
728
374
$23.8K 0.01%
147
375
$23.7K 0.01%
76