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

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
426
$17.1K ﹤0.01%
144
427
$17K ﹤0.01%
643
428
$16.9K ﹤0.01%
360
-355
429
$16.7K ﹤0.01%
32
430
$16.7K ﹤0.01%
229
+3
431
$16.5K ﹤0.01%
932
432
$16.5K ﹤0.01%
20
433
$16.5K ﹤0.01%
667
+188
434
$16.4K ﹤0.01%
47
435
$16.3K ﹤0.01%
516
436
$16.3K ﹤0.01%
212
437
$16.2K ﹤0.01%
+282
438
$16.1K ﹤0.01%
600
439
$15.8K ﹤0.01%
77
440
$15.7K ﹤0.01%
300
441
$15.6K ﹤0.01%
+298
442
$15.4K ﹤0.01%
96
443
$15K ﹤0.01%
+430
444
$14.9K ﹤0.01%
103
445
$14.9K ﹤0.01%
100
446
$14.8K ﹤0.01%
163
447
$14.8K ﹤0.01%
120
448
$14.7K ﹤0.01%
161
+6
449
$14.3K ﹤0.01%
356
+5
450
$14.3K ﹤0.01%
5,000