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
$380M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
861
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$7.18M
3 +$2.63M
4
PXD
Pioneer Natural Resource Co.
PXD
+$2.32M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$1.26M

Sector Composition

1 Technology 6.28%
2 Financials 4.61%
3 Consumer Discretionary 3.55%
4 Healthcare 2.44%
5 Consumer Staples 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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