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
$494M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.79%
2 Financials 3.89%
3 Healthcare 2.23%
4 Consumer Discretionary 2.04%
5 Consumer Staples 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$19.8K ﹤0.01%
154
402
$19.7K ﹤0.01%
932
403
$19.5K ﹤0.01%
76
404
$19.4K ﹤0.01%
90
405
$19.1K ﹤0.01%
500
406
$18.8K ﹤0.01%
148
407
$18.6K ﹤0.01%
495
+8
408
$18.5K ﹤0.01%
643
409
$18.3K ﹤0.01%
243
410
$18.2K ﹤0.01%
59
411
$18.2K ﹤0.01%
105
+1
412
$18.2K ﹤0.01%
160
413
$17.9K ﹤0.01%
500
414
$17.8K ﹤0.01%
240
415
$17.5K ﹤0.01%
174
416
$17.5K ﹤0.01%
516
417
$17.5K ﹤0.01%
199
+1
418
$17.4K ﹤0.01%
234
419
$17.2K ﹤0.01%
357
420
$17.1K ﹤0.01%
386
+1
421
$16.8K ﹤0.01%
362
+2
422
$16.7K ﹤0.01%
634
-9
423
$16.6K ﹤0.01%
122
424
$16.4K ﹤0.01%
77
425
$16.4K ﹤0.01%
+100