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
$415M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1 +$2.69M
2 +$1.12M
3 +$787K
4
VTV icon
Vanguard Value ETF
VTV
+$694K
5
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$583K

Sector Composition

1 Technology 8.07%
2 Financials 3.99%
3 Healthcare 2.58%
4 Consumer Discretionary 2.35%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$11.3K ﹤0.01%
118
477
$11.3K ﹤0.01%
479
+2
478
$11K ﹤0.01%
100
479
$10.9K ﹤0.01%
150
480
$10.9K ﹤0.01%
1,416
481
$10.9K ﹤0.01%
163
482
$10.8K ﹤0.01%
104
+1
483
$10.7K ﹤0.01%
105
484
$10.3K ﹤0.01%
955
485
$10.1K ﹤0.01%
46
486
$10.1K ﹤0.01%
+825
487
$10K ﹤0.01%
106
488
$9.98K ﹤0.01%
99
489
$9.88K ﹤0.01%
249
490
$9.75K ﹤0.01%
32
491
$9.73K ﹤0.01%
372
492
$9.69K ﹤0.01%
34
493
$9.45K ﹤0.01%
46
494
$9.37K ﹤0.01%
124
495
$9.2K ﹤0.01%
332
+4
496
$9.19K ﹤0.01%
176
497
$9.18K ﹤0.01%
1,291
498
$9.01K ﹤0.01%
71
499
$8.96K ﹤0.01%
196
500
$8.89K ﹤0.01%
525