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
451
$14.2K ﹤0.01%
1,128
452
$14.2K ﹤0.01%
153
453
$14.2K ﹤0.01%
104
454
$14.1K ﹤0.01%
61
-104
455
$14K ﹤0.01%
643
456
$13.6K ﹤0.01%
62
457
$13.3K ﹤0.01%
305
458
$13.2K ﹤0.01%
189
459
$13.1K ﹤0.01%
163
460
$12.7K ﹤0.01%
327
+1
461
$12.4K ﹤0.01%
+1,024
462
$12.2K ﹤0.01%
106
+1
463
$12.1K ﹤0.01%
54
464
$12K ﹤0.01%
271
465
$11.8K ﹤0.01%
+100
466
$11.7K ﹤0.01%
70
467
$11.7K ﹤0.01%
539
468
$11.7K ﹤0.01%
1,416
469
$11.6K ﹤0.01%
100
470
$11.5K ﹤0.01%
144
471
$11.2K ﹤0.01%
46
472
$11.1K ﹤0.01%
4,155
473
$11.1K ﹤0.01%
+563
474
$11.1K ﹤0.01%
150
475
$11.1K ﹤0.01%
106