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
551
$4K ﹤0.01%
458
-72
552
$3.85K ﹤0.01%
210
+164
553
$3.81K ﹤0.01%
36
-176
554
$3.77K ﹤0.01%
105
-1
555
$3.77K ﹤0.01%
58
556
$3.76K ﹤0.01%
49
557
$3.74K ﹤0.01%
227
558
$3.71K ﹤0.01%
33
559
$3.58K ﹤0.01%
160
+1
560
$3.49K ﹤0.01%
51
561
$3.48K ﹤0.01%
66
562
$3.43K ﹤0.01%
210
563
$3.42K ﹤0.01%
112
+3
564
$3.29K ﹤0.01%
25
565
$3.26K ﹤0.01%
30
566
$3.23K ﹤0.01%
20
+10
567
$3.14K ﹤0.01%
75
568
$3.13K ﹤0.01%
32
569
$3.11K ﹤0.01%
202
570
$3.06K ﹤0.01%
14
571
$3.04K ﹤0.01%
23
-24
572
$2.86K ﹤0.01%
40
573
$2.85K ﹤0.01%
36
574
$2.8K ﹤0.01%
90
575
$2.77K ﹤0.01%
44
21 22
23
24 25