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
351
$30.8K 0.01%
+297
352
$30.7K 0.01%
102
353
$30.6K 0.01%
1,280
354
$30.3K 0.01%
122
355
$29.5K 0.01%
994
356
$29.2K 0.01%
1,059
-1,692
357
$29.1K 0.01%
1,250
+715
358
$29.1K 0.01%
509
359
$28.6K 0.01%
1,200
-1,000
360
$28.4K 0.01%
350
361
$28.4K 0.01%
147
362
$28.2K 0.01%
109
363
$28.2K 0.01%
169
364
$28.1K 0.01%
174
365
$27.8K 0.01%
728
366
$27.5K 0.01%
325
367
$27.3K 0.01%
673
368
$27.1K 0.01%
1,722
+37
369
$26.8K 0.01%
302
370
$26.6K 0.01%
2,251
-2,113
371
$25.9K 0.01%
316
372
$25.1K 0.01%
1,900
373
$24.6K 0.01%
800
374
$24.4K 0.01%
2,385
-261
375
$24.4K 0.01%
+229
13 14
15
16 17