SWM

Sugarloaf Wealth Management Portfolio holdings

AUM $529M
1-Year Est. Return 14.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390M
AUM Growth
-$7.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.4M
3
+$665K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$652K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$577K

Top Sells

1
+$2.99M
2
+$2.8M
3
+$217K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$211K
5
SUSC icon
iShares ESG Aware USD Corporate Bond ETF
SUSC
+$211K

Sector Composition

1 Technology 5.88%
2 Financials 4.01%
3 Consumer Discretionary 3.7%
4 Healthcare 2.87%
5 Consumer Staples 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
13
727
$1K ﹤0.01%
6
-25
728
$1K ﹤0.01%
3
729
$1K ﹤0.01%
18
730
$1K ﹤0.01%
34
+8
731
$1K ﹤0.01%
22
732
$1K ﹤0.01%
1
733
$1K ﹤0.01%
19
734
$1K ﹤0.01%
3
735
$1K ﹤0.01%
24
736
$1K ﹤0.01%
1
737
$1K ﹤0.01%
+23
738
$1K ﹤0.01%
7
739
$1K ﹤0.01%
10
-10
740
$1K ﹤0.01%
15
741
$1K ﹤0.01%
4
742
$1K ﹤0.01%
4
743
$1K ﹤0.01%
32
744
$1K ﹤0.01%
20
+5
745
$1K ﹤0.01%
10
746
$1K ﹤0.01%
4
747
$1K ﹤0.01%
+10
748
$1K ﹤0.01%
32
749
– –
0
750
$1K ﹤0.01%
100
28 29
30
31 32