SWM
Sugarloaf Wealth Management Portfolio holdings
AUM
$529M
1-Year Return
14.14%
This Quarter Return
+5.63%
1 Year Return
+14.14%
3 Year Return
+10.3%
5 Year Return
+47.85%
10 Year Return
–
AUM
$274M
AUM Growth
+$13.7M
(+5.3%)
Cap. Flow
+$3.29M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
59.65%
Holding
794
New
40
Increased
131
Reduced
139
Closed
42
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$9.24M |
| 2 |
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
|
$7.15M |
| 3 |
Apple
AAPL
|
$1.85M |
| 4 |
Packaging Corp of America
PKG
|
$1.2M |
| 5 |
iShares Short Maturity Bond ETF
NEAR
|
$1.16M |
Sector Composition
| 1 | Technology | 5.09% |
| 2 | Financials | 4.4% |
| 3 | Consumer Discretionary | 3.41% |
| 4 | Healthcare | 3.03% |
| 5 | Consumer Staples | 2.85% |
