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
451
$11.9K ﹤0.01%
418
452
$11.9K ﹤0.01%
372
-155
453
$11.7K ﹤0.01%
534
454
$11.6K ﹤0.01%
86
455
$11.5K ﹤0.01%
528
456
$11.5K ﹤0.01%
356
+1
457
$11.4K ﹤0.01%
47
458
$11.2K ﹤0.01%
189
459
$11.1K ﹤0.01%
+50
460
$11K ﹤0.01%
149
-151
461
$10.9K ﹤0.01%
148
462
$10.9K ﹤0.01%
395
463
$10.8K ﹤0.01%
176
464
$10.7K ﹤0.01%
150
465
$10.6K ﹤0.01%
206
+1
466
$10.5K ﹤0.01%
+80
467
$10.3K ﹤0.01%
54
468
$10.3K ﹤0.01%
46
469
$10.2K ﹤0.01%
1,000
470
$10.2K ﹤0.01%
190
-500
471
$10.1K ﹤0.01%
261
+1
472
$10.1K ﹤0.01%
153
-26
473
$10.1K ﹤0.01%
142
474
$10.1K ﹤0.01%
100
475
$10K ﹤0.01%
1,082
17 18
19
20 21