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
626
$1.68K ﹤0.01%
115
627
$1.61K ﹤0.01%
54
628
$1.6K ﹤0.01%
7
629
$1.58K ﹤0.01%
62
630
$1.57K ﹤0.01%
22
631
$1.54K ﹤0.01%
10
632
$1.51K ﹤0.01%
186
633
$1.42K ﹤0.01%
13
634
$1.28K ﹤0.01%
26
635
$1.26K ﹤0.01%
4
-12
636
$1.16K ﹤0.01%
35
637
$1.15K ﹤0.01%
10
638
$1.14K ﹤0.01%
100
639
$1.13K ﹤0.01%
7
640
$1.05K ﹤0.01%
21
-1
641
$1K ﹤0.01%
100
642
$933 ﹤0.01%
88
643
$904 ﹤0.01%
26
644
$842 ﹤0.01%
60
-291
645
$811 ﹤0.01%
8
-13
646
$809 ﹤0.01%
25
-1
647
$749 ﹤0.01%
6
648
$737 ﹤0.01%
32
649
$717 ﹤0.01%
36
650
$692 ﹤0.01%
20
24 25
26
27 28