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
601
$1.6K ﹤0.01%
188
602
$1.58K ﹤0.01%
60
603
$1.56K ﹤0.01%
1,000
-608
604
$1.55K ﹤0.01%
115
605
$1.48K ﹤0.01%
48
606
$1.45K ﹤0.01%
+12
607
$1.45K ﹤0.01%
+270
608
$1.45K ﹤0.01%
121
609
$1.44K ﹤0.01%
+41
610
$1.36K ﹤0.01%
+100
611
$1.34K ﹤0.01%
22
612
$1.33K ﹤0.01%
69
613
$1.31K ﹤0.01%
62
614
$1.31K ﹤0.01%
8
615
$1.3K ﹤0.01%
164
616
$1.28K ﹤0.01%
10
617
$1.25K ﹤0.01%
35
618
$1.2K ﹤0.01%
13
619
$1.14K ﹤0.01%
12
-1,178
620
$1.11K ﹤0.01%
26
621
$1.09K ﹤0.01%
7
622
$1.07K ﹤0.01%
54
623
$1.04K ﹤0.01%
36
624
$1.03K ﹤0.01%
57
625
$980 ﹤0.01%
122
-500
23 24
25
26 27