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
526
$6.38K ﹤0.01%
411
527
$6.3K ﹤0.01%
321
+4
528
$6.26K ﹤0.01%
37
529
$6.18K ﹤0.01%
312
530
$6.16K ﹤0.01%
57
531
$6.1K ﹤0.01%
81
532
$6.1K ﹤0.01%
96
-671
533
$6.07K ﹤0.01%
292
534
$6K ﹤0.01%
79
-265
535
$6K ﹤0.01%
35
-27
536
$5.93K ﹤0.01%
529
537
$5.75K ﹤0.01%
120
538
$5.61K ﹤0.01%
81
539
$5.39K ﹤0.01%
350
540
$5.38K ﹤0.01%
467
541
$5.34K ﹤0.01%
227
-19
542
$5.34K ﹤0.01%
249
+49
543
$5.33K ﹤0.01%
56
-1
544
$5.25K ﹤0.01%
99
545
$5.14K ﹤0.01%
337
+142
546
$5.12K ﹤0.01%
514
+16
547
$4.99K ﹤0.01%
773
548
$4.94K ﹤0.01%
218
-7
549
$4.93K ﹤0.01%
175
+71
550
$4.87K ﹤0.01%
116
20 21
22
23 24