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
$235M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$14.8M
3
+$13.6M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.6M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$9.84M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.54%
2 Technology 4.26%
3 Consumer Discretionary 3.29%
4 Consumer Staples 2.88%
5 Healthcare 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9K ﹤0.01%
+218
477
$9K ﹤0.01%
+200
478
$9K ﹤0.01%
+369
479
$9K ﹤0.01%
+100
480
$9K ﹤0.01%
+773
481
$9K ﹤0.01%
+229
482
$9K ﹤0.01%
+118
483
$9K ﹤0.01%
+150
484
$9K ﹤0.01%
+188
485
$8K ﹤0.01%
+124
486
$8K ﹤0.01%
+632
487
$8K ﹤0.01%
+204
488
$8K ﹤0.01%
+72
489
$8K ﹤0.01%
+416
490
$8K ﹤0.01%
+54
491
$8K ﹤0.01%
+100
492
$8K ﹤0.01%
+350
493
$8K ﹤0.01%
+32
494
$8K ﹤0.01%
+103
495
$8K ﹤0.01%
+65
496
$7K ﹤0.01%
+106
497
$7K ﹤0.01%
+111
498
$7K ﹤0.01%
+88
499
$7K ﹤0.01%
+107
500
$7K ﹤0.01%
+134
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