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
501
$8.06K ﹤0.01%
56
502
$8.04K ﹤0.01%
58
503
$7.96K ﹤0.01%
88
504
$7.9K ﹤0.01%
437
505
$7.74K ﹤0.01%
177
+1
506
$7.67K ﹤0.01%
500
507
$7.63K ﹤0.01%
+176
508
$7.56K ﹤0.01%
+176
509
$7.56K ﹤0.01%
146
+1
510
$7.48K ﹤0.01%
196
511
$7.46K ﹤0.01%
83
+1
512
$7.46K ﹤0.01%
54
513
$7.08K ﹤0.01%
91
514
$6.82K ﹤0.01%
72
515
$6.77K ﹤0.01%
158
+1
516
$6.63K ﹤0.01%
605
517
$6.59K ﹤0.01%
50
518
$6.43K ﹤0.01%
292
519
$6.4K ﹤0.01%
385
520
$6.26K ﹤0.01%
72
+1
521
$6.09K ﹤0.01%
80
522
$6.03K ﹤0.01%
525
523
$6.03K ﹤0.01%
437
524
$6K ﹤0.01%
81
525
$6K ﹤0.01%
166
19 20
21
22 23