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
426
$15.2K ﹤0.01%
76
-163
427
$15K ﹤0.01%
458
+1
428
$14.9K ﹤0.01%
118
429
$14.9K ﹤0.01%
271
430
$14.9K ﹤0.01%
418
+35
431
$14.9K ﹤0.01%
829
-395
432
$14.8K ﹤0.01%
932
433
$14.7K ﹤0.01%
242
434
$14.4K ﹤0.01%
20
-4
435
$14.4K ﹤0.01%
103
436
$14.1K ﹤0.01%
300
-50
437
$14.1K ﹤0.01%
500
438
$14.1K ﹤0.01%
96
439
$13.9K ﹤0.01%
643
440
$13.8K ﹤0.01%
519
441
$13.7K ﹤0.01%
134
+50
442
$13.6K ﹤0.01%
+100
443
$13.1K ﹤0.01%
118
444
$13.1K ﹤0.01%
336
+3
445
$12.9K ﹤0.01%
305
446
$12.8K ﹤0.01%
322
+1
447
$12.6K ﹤0.01%
144
448
$12.4K ﹤0.01%
68
-2
449
$12.2K ﹤0.01%
1,416
450
$11.9K ﹤0.01%
205
16 17
18
19 20