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
$299M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Sells

1 +$1.97M
2 +$580K
3 +$502K
4
PG icon
Procter & Gamble
PG
+$462K
5
ELV icon
Elevance Health
ELV
+$432K

Sector Composition

1 Technology 5.28%
2 Financials 5.26%
3 Consumer Discretionary 3.41%
4 Healthcare 2.88%
5 Consumer Staples 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$18K 0.01%
1,078
+2
402
$17K 0.01%
76
403
$17K 0.01%
370
+2
404
$17K 0.01%
670
405
$17K 0.01%
+600
406
$17K 0.01%
970
-153
407
$17K 0.01%
+1,500
408
$17K 0.01%
505
409
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400
+50
410
$17K 0.01%
1,000
411
$17K 0.01%
700
412
$17K 0.01%
109
-33
413
$17K 0.01%
367
414
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320
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459
417
$16K 0.01%
709
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418
$16K 0.01%
1
419
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33
420
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135
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421
$16K 0.01%
534
422
$16K 0.01%
632
423
$16K 0.01%
103
424
$15K 0.01%
186
425
$15K 0.01%
356