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
376
$23.4K 0.01%
1,000
377
$22.9K 0.01%
1,881
+23
378
$22.7K 0.01%
137
379
$22.7K 0.01%
1,162
380
$22.6K 0.01%
120
-1
381
$22.2K 0.01%
75
-1
382
$21.8K 0.01%
380
383
$21.3K 0.01%
216
-95
384
$21.2K 0.01%
+800
385
$21.2K 0.01%
109
386
$21.1K 0.01%
+257
387
$20.8K 0.01%
45
388
$20.4K 0.01%
316
389
$20.1K 0.01%
728
-800
390
$20.1K ﹤0.01%
339
+1
391
$20K ﹤0.01%
104
-1
392
$19.6K ﹤0.01%
1,568
+35
393
$19.5K ﹤0.01%
147
394
$19.4K ﹤0.01%
487
395
$19.3K ﹤0.01%
122
396
$19.3K ﹤0.01%
1,932
+22
397
$18.9K ﹤0.01%
234
398
$18.8K ﹤0.01%
59
399
$18.8K ﹤0.01%
357
400
$18.6K ﹤0.01%
653
+14
14 15
16
17 18