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
351
$28.6K 0.01%
364
352
$28.2K 0.01%
994
353
$28.2K 0.01%
673
354
$27.9K 0.01%
1,722
355
$27.8K 0.01%
331
356
$27.8K 0.01%
109
357
$27.1K 0.01%
174
358
$27K 0.01%
300
359
$26.9K 0.01%
275
360
$26.4K 0.01%
123
+1
361
$25.9K 0.01%
728
362
$25.7K 0.01%
316
363
$25.4K 0.01%
509
364
$25.3K 0.01%
800
365
$25.1K 0.01%
2,251
366
$25K 0.01%
350
367
$25K 0.01%
370
368
$24.9K 0.01%
1,900
369
$24.8K 0.01%
2,102
+45
370
$24.7K 0.01%
2,003
+30
371
$24.6K 0.01%
169
372
$24.5K 0.01%
82
373
$24.4K ﹤0.01%
625
374
$24.4K ﹤0.01%
724
-602
375
$23.9K ﹤0.01%
418