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
526
$5.95K ﹤0.01%
24
527
$5.91K ﹤0.01%
773
528
$5.82K ﹤0.01%
291
529
$5.81K ﹤0.01%
298
+4
530
$5.69K ﹤0.01%
45
531
$5.52K ﹤0.01%
19
532
$5.45K ﹤0.01%
116
+3
533
$5.33K ﹤0.01%
+57
534
$5.32K ﹤0.01%
52
-6
535
$5.31K ﹤0.01%
28
536
$5.29K ﹤0.01%
79
537
$5.21K ﹤0.01%
272
-100
538
$5.21K ﹤0.01%
35
539
$5.14K ﹤0.01%
26
540
$5.08K ﹤0.01%
68
541
$5K ﹤0.01%
99
542
$4.74K ﹤0.01%
22
543
$4.67K ﹤0.01%
+57
544
$4.67K ﹤0.01%
116
545
$4.63K ﹤0.01%
38
546
$4.58K ﹤0.01%
448
547
$4.39K ﹤0.01%
+1,000
548
$4.32K ﹤0.01%
1,000
549
$4.06K ﹤0.01%
110
550
$4.02K ﹤0.01%
56
20 21
22
23 24