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
$367M
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.42%
2 Financials 4.58%
3 Consumer Discretionary 3.48%
4 Healthcare 2.48%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$8K ﹤0.01%
+120
527
$8K ﹤0.01%
68
+1
528
$8K ﹤0.01%
258
529
$8K ﹤0.01%
+17
530
$8K ﹤0.01%
100
531
$8K ﹤0.01%
+101
532
$8K ﹤0.01%
+8
533
$8K ﹤0.01%
+29
534
$8K ﹤0.01%
+19
535
$8K ﹤0.01%
38
536
$8K ﹤0.01%
+45
537
$8K ﹤0.01%
+145
538
$8K ﹤0.01%
46
539
$8K ﹤0.01%
112
+2
540
$8K ﹤0.01%
350
541
$8K ﹤0.01%
+42
542
$8K ﹤0.01%
42
-23
543
$8K ﹤0.01%
+47
544
$7K ﹤0.01%
75
545
$7K ﹤0.01%
600
546
$7K ﹤0.01%
437
547
$7K ﹤0.01%
+5
548
$7K ﹤0.01%
3
-1
549
$7K ﹤0.01%
35
550
$7K ﹤0.01%
54