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
401
$18.6K ﹤0.01%
1,000
402
$18.6K ﹤0.01%
100
403
$18.3K ﹤0.01%
670
404
$18.3K ﹤0.01%
148
405
$18K ﹤0.01%
300
406
$18K ﹤0.01%
520
407
$17.9K ﹤0.01%
26
-21
408
$17.6K ﹤0.01%
212
409
$17.5K ﹤0.01%
32
410
$17.1K ﹤0.01%
5,000
411
$17.1K ﹤0.01%
166
412
$16.9K ﹤0.01%
375
+3
413
$16.8K ﹤0.01%
153
414
$16.6K ﹤0.01%
300
415
$16.6K ﹤0.01%
500
416
$16.6K ﹤0.01%
437
-52
417
$16.5K ﹤0.01%
240
418
$16.2K ﹤0.01%
144
-9
419
$15.9K ﹤0.01%
5,728
420
$15.9K ﹤0.01%
245
421
$15.9K ﹤0.01%
970
422
$15.8K ﹤0.01%
399
-416
423
$15.7K ﹤0.01%
143
424
$15.6K ﹤0.01%
163
425
$15.2K ﹤0.01%
250
15 16
17
18 19