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
376
$24.2K 0.01%
1,253
-667
377
$24K 0.01%
2,057
-3,694
378
$23.7K ﹤0.01%
1,973
+24
379
$23.6K ﹤0.01%
1,162
380
$23.5K ﹤0.01%
625
381
$23.2K ﹤0.01%
240
382
$23K ﹤0.01%
1,100
383
$23K ﹤0.01%
118
384
$23K ﹤0.01%
116
385
$22.9K ﹤0.01%
76
386
$22.9K ﹤0.01%
243
387
$22.8K ﹤0.01%
388
388
$22.7K ﹤0.01%
1,899
-14
389
$22.6K ﹤0.01%
27
390
$22.5K ﹤0.01%
370
-150
391
$22.4K ﹤0.01%
524
-1,218
392
$22.2K ﹤0.01%
76
393
$21.7K ﹤0.01%
324
+2
394
$21.6K ﹤0.01%
418
395
$21.5K ﹤0.01%
+801
396
$21.4K ﹤0.01%
399
397
$21K ﹤0.01%
1,000
398
$21K ﹤0.01%
+222
399
$20.2K ﹤0.01%
+500
400
$20.1K ﹤0.01%
154
14 15
16
17 18