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
$483M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$6.62M
3
+$5.65M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.59M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$3.73M

Top Sells

1
+$3.58M
2
+$1.25M
3
+$696K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$589K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$531K

Sector Composition

1 Technology 7.17%
2 Financials 3.94%
3 Healthcare 2.4%
4 Consumer Discretionary 2.16%
5 Consumer Staples 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10.9K ﹤0.01%
35
477
$10.8K ﹤0.01%
118
478
$10.8K ﹤0.01%
249
479
$10.6K ﹤0.01%
46
480
$10.6K ﹤0.01%
955
481
$10.3K ﹤0.01%
71
482
$10.3K ﹤0.01%
99
483
$10.2K ﹤0.01%
+134
484
$9.89K ﹤0.01%
335
+3
485
$9.86K ﹤0.01%
267
-148
486
$9.66K ﹤0.01%
18
487
$9.57K ﹤0.01%
73
488
$9.56K ﹤0.01%
42
489
$9.45K ﹤0.01%
37
490
$9.41K ﹤0.01%
1,338
+47
491
$9.39K ﹤0.01%
176
492
$9.35K ﹤0.01%
32
493
$9.21K ﹤0.01%
21
494
$9.19K ﹤0.01%
34
495
$9.09K ﹤0.01%
124
496
$8.99K ﹤0.01%
156
497
$8.93K ﹤0.01%
69
498
$8.92K ﹤0.01%
238
+1
499
$8.66K ﹤0.01%
278
+4
500
$8.07K ﹤0.01%
119
18 19
20
21 22