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
501
$7.55K ﹤0.01%
124
502
$7.54K ﹤0.01%
186
503
$7.52K ﹤0.01%
99
504
$7.51K ﹤0.01%
21
-37
505
$7.38K ﹤0.01%
104
-1
506
$7.38K ﹤0.01%
500
507
$7.37K ﹤0.01%
46
-7
508
$7.25K ﹤0.01%
32
509
$7.19K ﹤0.01%
500
510
$7.17K ﹤0.01%
71
511
$7.14K ﹤0.01%
72
512
$7.14K ﹤0.01%
123
513
$7.13K ﹤0.01%
115
514
$7.09K ﹤0.01%
156
515
$6.94K ﹤0.01%
172
516
$6.86K ﹤0.01%
90
-1
517
$6.82K ﹤0.01%
437
518
$6.8K ﹤0.01%
773
519
$6.79K ﹤0.01%
19
520
$6.72K ﹤0.01%
59
521
$6.68K ﹤0.01%
531
522
$6.62K ﹤0.01%
56
523
$6.54K ﹤0.01%
217
524
$6.52K ﹤0.01%
+779
525
$6.44K ﹤0.01%
21
19 20
21
22 23