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
$415M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1 +$2.69M
2 +$1.12M
3 +$787K
4
VTV icon
Vanguard Value ETF
VTV
+$694K
5
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$583K

Sector Composition

1 Technology 8.07%
2 Financials 3.99%
3 Healthcare 2.58%
4 Consumer Discretionary 2.35%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$16.1K ﹤0.01%
250
427
$16.1K ﹤0.01%
20
428
$16.1K ﹤0.01%
144
429
$16.1K ﹤0.01%
357
430
$16K ﹤0.01%
516
+8
431
$15.8K ﹤0.01%
932
432
$15.7K ﹤0.01%
32
433
$15.5K ﹤0.01%
+600
434
$15.5K ﹤0.01%
437
435
$15.4K ﹤0.01%
415
+150
436
$15.3K ﹤0.01%
643
437
$15.1K ﹤0.01%
190
438
$15.1K ﹤0.01%
+1,237
439
$15.1K ﹤0.01%
120
440
$14.8K ﹤0.01%
163
441
$14.7K ﹤0.01%
535
-4,357
442
$14.5K ﹤0.01%
103
443
$14.5K ﹤0.01%
212
444
$14.3K ﹤0.01%
173
+1
445
$14.2K ﹤0.01%
605
+5
446
$14.1K ﹤0.01%
96
447
$14.1K ﹤0.01%
528
448
$14.1K ﹤0.01%
539
449
$14.1K ﹤0.01%
+148
450
$13.7K ﹤0.01%
351
+5