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
$235M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$14.8M
3
+$13.6M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.6M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$9.84M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.54%
2 Technology 4.26%
3 Consumer Discretionary 3.29%
4 Consumer Staples 2.88%
5 Healthcare 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
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727
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728
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729
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730
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731
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732
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733
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735
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736
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738
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739
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741
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745
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748
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750
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0
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