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
$274M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Sells

1 +$9.24M
2 +$7.15M
3 +$1.85M
4
PKG icon
Packaging Corp of America
PKG
+$1.2M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.16M

Sector Composition

1 Technology 5.09%
2 Financials 4.4%
3 Consumer Discretionary 3.41%
4 Healthcare 3.02%
5 Consumer Staples 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$8K ﹤0.01%
246
+1
477
$8K ﹤0.01%
173
478
$8K ﹤0.01%
773
479
$8K ﹤0.01%
312
480
$7K ﹤0.01%
+155
481
$7K ﹤0.01%
189
482
$7K ﹤0.01%
201
+1
483
$7K ﹤0.01%
311
+2
484
$7K ﹤0.01%
150
485
$7K ﹤0.01%
84
486
$7K ﹤0.01%
250
487
$7K ﹤0.01%
350
488
$7K ﹤0.01%
291
489
$7K ﹤0.01%
66
490
$7K ﹤0.01%
467
491
$7K ﹤0.01%
120
492
$7K ﹤0.01%
32
493
$7K ﹤0.01%
150
494
$7K ﹤0.01%
107
+2
495
$7K ﹤0.01%
65
496
$6K ﹤0.01%
108
497
$6K ﹤0.01%
134
498
$6K ﹤0.01%
249
499
$6K ﹤0.01%
100
500
$6K ﹤0.01%
200