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
451
$13.7K ﹤0.01%
47
452
$13.7K ﹤0.01%
435
453
$13.4K ﹤0.01%
643
454
$13.3K ﹤0.01%
+825
455
$13.3K ﹤0.01%
4,155
456
$13.2K ﹤0.01%
107
457
$13.1K ﹤0.01%
305
458
$13.1K ﹤0.01%
153
459
$12.9K ﹤0.01%
144
460
$12.9K ﹤0.01%
300
461
$12.9K ﹤0.01%
100
462
$12.8K ﹤0.01%
86
463
$12.6K ﹤0.01%
189
464
$12.6K ﹤0.01%
5,000
465
$12.4K ﹤0.01%
+825
466
$12.1K ﹤0.01%
806
+6
467
$12.1K ﹤0.01%
+1,650
468
$12K ﹤0.01%
155
469
$11.9K ﹤0.01%
54
470
$11.8K ﹤0.01%
+528
471
$11.7K ﹤0.01%
271
472
$11.6K ﹤0.01%
+1,214
473
$11.6K ﹤0.01%
+792
474
$11.5K ﹤0.01%
+953
475
$11.5K ﹤0.01%
70