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
476
$9.94K ﹤0.01%
+107
477
$9.9K ﹤0.01%
122
478
$9.78K ﹤0.01%
169
479
$9.76K ﹤0.01%
262
-707
480
$9.74K ﹤0.01%
150
-10
481
$9.55K ﹤0.01%
102
482
$9.54K ﹤0.01%
120
483
$9.49K ﹤0.01%
643
484
$9.39K ﹤0.01%
1,784
-1
485
$9.37K ﹤0.01%
106
486
$9.11K ﹤0.01%
115
487
$9.08K ﹤0.01%
955
488
$9.04K ﹤0.01%
70
489
$8.97K ﹤0.01%
100
490
$8.97K ﹤0.01%
1,228
+58
491
$8.97K ﹤0.01%
265
+2
492
$8.9K ﹤0.01%
575
493
$8.82K ﹤0.01%
196
494
$8.69K ﹤0.01%
194
495
$8.18K ﹤0.01%
121
-698
496
$8.13K ﹤0.01%
234
-511
497
$8.08K ﹤0.01%
249
498
$7.91K ﹤0.01%
34
499
$7.74K ﹤0.01%
622
500
$7.66K ﹤0.01%
58
18 19
20
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