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
551
$4.85K ﹤0.01%
37
-11
552
$4.65K ﹤0.01%
166
553
$4.5K ﹤0.01%
80
554
$4.44K ﹤0.01%
68
555
$4.38K ﹤0.01%
54
556
$4.35K ﹤0.01%
45
557
$4.33K ﹤0.01%
170
-100
558
$4.29K ﹤0.01%
38
559
$4.23K ﹤0.01%
56
560
$4.14K ﹤0.01%
69
561
$4.13K ﹤0.01%
200
562
$4.12K ﹤0.01%
25
563
$4.08K ﹤0.01%
28
564
$4.05K ﹤0.01%
48
-21
565
$4.02K ﹤0.01%
26
566
$4K ﹤0.01%
111
-18
567
$3.85K ﹤0.01%
217
-2,424
568
$3.83K ﹤0.01%
73
569
$3.79K ﹤0.01%
544
+293
570
$3.78K ﹤0.01%
25
571
$3.74K ﹤0.01%
81
572
$3.74K ﹤0.01%
106
-10
573
$3.62K ﹤0.01%
58
574
$3.61K ﹤0.01%
57
575
$3.6K ﹤0.01%
102
+1
21 22
23
24 25