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
401
$19.9K ﹤0.01%
275
-165
402
$19.9K ﹤0.01%
385
+2
403
$19.8K ﹤0.01%
338
+1
404
$19.6K ﹤0.01%
2,028
+24
405
$19.5K ﹤0.01%
174
+1
406
$19.4K ﹤0.01%
148
407
$19.4K ﹤0.01%
718
+19
408
$19.3K ﹤0.01%
500
-286
409
$18.9K ﹤0.01%
160
-6
410
$18.8K ﹤0.01%
190
411
$18.7K ﹤0.01%
487
+52
412
$18.7K ﹤0.01%
122
413
$18.7K ﹤0.01%
300
414
$18.5K ﹤0.01%
90
415
$18.5K ﹤0.01%
+259
416
$18.2K ﹤0.01%
234
417
$18.1K ﹤0.01%
500
418
$17.8K ﹤0.01%
198
+1
419
$17.8K ﹤0.01%
59
420
$17.8K ﹤0.01%
294
+3
421
$17.7K ﹤0.01%
357
422
$17.4K ﹤0.01%
670
423
$17.4K ﹤0.01%
112
-98
424
$17.3K ﹤0.01%
86
425
$17.3K ﹤0.01%
300
15 16
17
18 19