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
601
$2.57K ﹤0.01%
9
-17
602
$2.54K ﹤0.01%
37
603
$2.43K ﹤0.01%
87
604
$2.42K ﹤0.01%
61
605
$2.35K ﹤0.01%
30
606
$2.28K ﹤0.01%
36
607
$2.27K ﹤0.01%
44
608
$2.25K ﹤0.01%
334
609
$2.21K ﹤0.01%
218
610
$2.18K ﹤0.01%
1,219
611
$2.18K ﹤0.01%
72
612
$2.12K ﹤0.01%
60
613
$2.08K ﹤0.01%
15
614
$1.93K ﹤0.01%
121
615
$1.92K ﹤0.01%
49
616
$1.9K ﹤0.01%
46
617
$1.89K ﹤0.01%
69
618
$1.87K ﹤0.01%
279
+2
619
$1.84K ﹤0.01%
26
-52
620
$1.82K ﹤0.01%
168
621
$1.8K ﹤0.01%
60
-179
622
$1.75K ﹤0.01%
51
623
$1.72K ﹤0.01%
48
624
$1.7K ﹤0.01%
15
-1
625
$1.68K ﹤0.01%
200
23 24
25
26 27