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
576
$3.59K ﹤0.01%
202
577
$3.58K ﹤0.01%
156
+1
578
$3.48K ﹤0.01%
33
579
$3.42K ﹤0.01%
60
580
$3.39K ﹤0.01%
40
581
$3.37K ﹤0.01%
48
-1
582
$3.33K ﹤0.01%
49
583
$3.21K ﹤0.01%
16
584
$3.17K ﹤0.01%
350
585
$2.94K ﹤0.01%
33
586
$2.93K ﹤0.01%
66
-200
587
$2.9K ﹤0.01%
36
-13
588
$2.88K ﹤0.01%
28
589
$2.88K ﹤0.01%
88
590
$2.88K ﹤0.01%
250
591
$2.86K ﹤0.01%
448
592
$2.86K ﹤0.01%
75
593
$2.84K ﹤0.01%
90
594
$2.84K ﹤0.01%
168
595
$2.69K ﹤0.01%
227
596
$2.69K ﹤0.01%
6
-86
597
$2.68K ﹤0.01%
96
598
$2.67K ﹤0.01%
155
599
$2.65K ﹤0.01%
1
600
$2.58K ﹤0.01%
32
22 23
24
25 26