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
$390M
AUM Growth
-$7.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.88%
2 Financials 4.01%
3 Consumer Discretionary 3.7%
4 Healthcare 2.87%
5 Consumer Staples 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$6K ﹤0.01%
64
577
$6K ﹤0.01%
105
578
$6K ﹤0.01%
115
579
$6K ﹤0.01%
715
+10
580
$6K ﹤0.01%
214
581
$6K ﹤0.01%
467
582
$6K ﹤0.01%
21
583
$6K ﹤0.01%
56
584
$6K ﹤0.01%
22
585
$6K ﹤0.01%
100
586
$6K ﹤0.01%
238
+1
587
$6K ﹤0.01%
19
588
$6K ﹤0.01%
81
+1
589
$6K ﹤0.01%
145
-1,550
590
$6K ﹤0.01%
228
+1
591
$6K ﹤0.01%
260
592
$6K ﹤0.01%
+243
593
$6K ﹤0.01%
+100
594
$6K ﹤0.01%
529
595
$6K ﹤0.01%
259
+223
596
$6K ﹤0.01%
409
+59
597
$6K ﹤0.01%
200
+50
598
$5K ﹤0.01%
58
599
$5K ﹤0.01%
80
600
$5K ﹤0.01%
349
+3