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
51
$946K 0.23%
10,449
-3,911
52
$922K 0.23%
2,251
-15
53
$861K 0.21%
43,224
54
$845K 0.21%
5,303
-1,563
55
$818K 0.2%
16,489
-1,523
56
$812K 0.2%
4,552
-104
57
$804K 0.2%
28,950
-136,060
58
$795K 0.2%
28,280
+26
59
$757K 0.19%
15,405
-279
60
$705K 0.17%
6,425
+405
61
$643K 0.16%
9,612
-472
62
$636K 0.16%
1,280
-56
63
$634K 0.16%
4,835
-248
64
$631K 0.16%
5,926
-284
65
$629K 0.15%
51,197
-5,357
66
$625K 0.15%
16,083
-818
67
$605K 0.15%
1,961
+78
68
$600K 0.15%
4,033
+178
69
$596K 0.15%
19,423
70
$581K 0.14%
3,770
-1
71
$573K 0.14%
5,637
72
$568K 0.14%
14,978
+3,328
73
$563K 0.14%
313,067
74
$558K 0.14%
3,366
-74
75
$524K 0.13%
2,524
+18
1 2
3
4 5