SWM

Sugarloaf Wealth Management Portfolio holdings

AUM $529M
1-Year Est. Return 14.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.74%
2 Financials 4.79%
3 Consumer Discretionary 3.11%
4 Consumer Staples 2.84%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$9K ﹤0.01%
417
452
$9K ﹤0.01%
597
+198
453
$9K ﹤0.01%
22,000
454
$9K ﹤0.01%
510
455
$9K ﹤0.01%
+201
456
$8K ﹤0.01%
153
457
$8K ﹤0.01%
19
458
$8K ﹤0.01%
+25
459
$8K ﹤0.01%
955
460
$8K ﹤0.01%
266
461
$8K ﹤0.01%
78
462
$8K ﹤0.01%
103
463
$8K ﹤0.01%
773
464
$8K ﹤0.01%
54
465
$8K ﹤0.01%
118
466
$8K ﹤0.01%
147
+1
467
$8K ﹤0.01%
487
468
$8K ﹤0.01%
189
+1
469
$8K ﹤0.01%
1,057
+39
470
$8K ﹤0.01%
291
471
$8K ﹤0.01%
300
+200
472
$8K ﹤0.01%
365
473
$7K ﹤0.01%
22
-18
474
$7K ﹤0.01%
189
475
$7K ﹤0.01%
106