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
26
$2.47M 0.61%
4,596
+70
27
$2.46M 0.6%
5,583
+53
28
$2.37M 0.58%
11,579
+1,462
29
$2.34M 0.58%
32,204
-97
30
$2.33M 0.57%
11,396
+1,765
31
$2.28M 0.56%
+15,969
32
$2.26M 0.55%
10,728
+1,245
33
$2.19M 0.54%
34,140
+33,060
34
$2.1M 0.52%
41,834
-3,133
35
$1.94M 0.48%
85,451
+85,441
36
$1.69M 0.41%
17,003
+16,596
37
$1.51M 0.37%
13,217
+2,422
38
$1.49M 0.37%
18,158
-1,454
39
$1.45M 0.36%
43,690
+7,020
40
$1.41M 0.35%
9,760
-894
41
$1.4M 0.35%
11,987
+6
42
$1.36M 0.33%
+28,464
43
$1.34M 0.33%
10,830
44
$1.26M 0.31%
+1,076
45
$1.16M 0.29%
5,693
+239
46
$1.12M 0.28%
35,415
47
$1.08M 0.27%
37,908
+326
48
$1.05M 0.26%
2,545
+7
49
$1.03M 0.25%
32,292
50
$948K 0.23%
6,118
+305
1
2
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