SWM

Sugarloaf Wealth Management Portfolio holdings

AUM $529M
1-Year Est. Return 14.14%
This Fund
S&P 500
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 Sells

No sells this quarter

Sector Composition

1 Financials 6.55%
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
501
$7K ﹤0.01%
+467
502
$7K ﹤0.01%
+325
503
$7K ﹤0.01%
+654
504
$7K ﹤0.01%
+54
505
$6K ﹤0.01%
+136
506
$6K ﹤0.01%
+111
507
$6K ﹤0.01%
+56
508
$6K ﹤0.01%
+81
509
$6K ﹤0.01%
+270
510
$6K ﹤0.01%
+31
511
$6K ﹤0.01%
+148
512
$6K ﹤0.01%
+35
513
$6K ﹤0.01%
+73
514
$6K ﹤0.01%
+100
515
$6K ﹤0.01%
+134
516
$6K ﹤0.01%
+300
517
$6K ﹤0.01%
+911
518
$6K ﹤0.01%
+150
519
$6K ﹤0.01%
+123
520
$6K ﹤0.01%
+1,678
521
$6K ﹤0.01%
+29
522
$6K ﹤0.01%
+77
523
$6K ﹤0.01%
+307
524
$6K ﹤0.01%
+100
525
$6K ﹤0.01%
+249