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
$390M
AUM Growth
-$7.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.88%
2 Financials 4.01%
3 Consumer Discretionary 3.7%
4 Healthcare 2.87%
5 Consumer Staples 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$10K ﹤0.01%
284
+2
527
$10K ﹤0.01%
387
528
$9K ﹤0.01%
194
529
$9K ﹤0.01%
300
530
$9K ﹤0.01%
189
531
$9K ﹤0.01%
+106
532
$9K ﹤0.01%
955
533
$9K ﹤0.01%
100
534
$9K ﹤0.01%
311
535
$9K ﹤0.01%
39
+5
536
$9K ﹤0.01%
86
537
$9K ﹤0.01%
401
+135
538
$9K ﹤0.01%
359
539
$9K ﹤0.01%
54
540
$9K ﹤0.01%
153
541
$9K ﹤0.01%
+120
542
$9K ﹤0.01%
119
+1
543
$9K ﹤0.01%
9,500
544
$9K ﹤0.01%
54
545
$8K ﹤0.01%
1,182
-4,300
546
$8K ﹤0.01%
225
+3
547
$8K ﹤0.01%
353
+201
548
$8K ﹤0.01%
34
549
$8K ﹤0.01%
196
550
$8K ﹤0.01%
300