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
576
$2.75K ﹤0.01%
100
577
$2.69K ﹤0.01%
34
578
$2.68K ﹤0.01%
25
579
$2.67K ﹤0.01%
81
580
$2.65K ﹤0.01%
96
581
$2.6K ﹤0.01%
4
582
$2.52K ﹤0.01%
28
583
$2.5K ﹤0.01%
37
584
$2.46K ﹤0.01%
160
585
$2.4K ﹤0.01%
49
586
$2.36K ﹤0.01%
37
587
$2.27K ﹤0.01%
57
588
$2.21K ﹤0.01%
87
589
$2.18K ﹤0.01%
15
590
$2.17K ﹤0.01%
26
591
$2.05K ﹤0.01%
48
+1
592
$2.03K ﹤0.01%
7
593
$1.98K ﹤0.01%
60
594
$1.94K ﹤0.01%
57
595
$1.88K ﹤0.01%
16
596
$1.86K ﹤0.01%
200
597
$1.85K ﹤0.01%
22
598
$1.76K ﹤0.01%
4,000
599
$1.74K ﹤0.01%
61
600
$1.67K ﹤0.01%
4
22 23
24
25 26