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
651
$645 ﹤0.01%
65
652
$595 ﹤0.01%
100
653
$591 ﹤0.01%
4
654
$534 ﹤0.01%
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655
$533 ﹤0.01%
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656
$533 ﹤0.01%
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657
$520 ﹤0.01%
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658
$470 ﹤0.01%
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659
$435 ﹤0.01%
3
660
$423 ﹤0.01%
500
+146
661
$418 ﹤0.01%
1,750
662
$416 ﹤0.01%
15
663
$405 ﹤0.01%
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664
$402 ﹤0.01%
4
-1
665
$397 ﹤0.01%
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666
$373 ﹤0.01%
19
667
$370 ﹤0.01%
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668
$370 ﹤0.01%
19
669
$363 ﹤0.01%
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670
$281 ﹤0.01%
7
671
$273 ﹤0.01%
10
672
$266 ﹤0.01%
1
673
$247 ﹤0.01%
15
674
$246 ﹤0.01%
1
-3
675
$245 ﹤0.01%
57
25 26
27
28 29