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
$390M
AUM Growth
-$7.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

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
751
$1K ﹤0.01%
15
752
$1K ﹤0.01%
19
753
$1K ﹤0.01%
88
754
$1K ﹤0.01%
26
755
$1K ﹤0.01%
1
756
$1K ﹤0.01%
1,750
757
$1K ﹤0.01%
2
758
$1K ﹤0.01%
92
759
$1K ﹤0.01%
1
760
$1K ﹤0.01%
25
761
$1K ﹤0.01%
9
762
$1K ﹤0.01%
48
763
$1K ﹤0.01%
13
764
$1K ﹤0.01%
3
765
$1K ﹤0.01%
24
766
$1K ﹤0.01%
1
767
$1K ﹤0.01%
13
768
$1K ﹤0.01%
750
769
$1K ﹤0.01%
150
770
$1K ﹤0.01%
26
771
$1K ﹤0.01%
2
+1
772
$1K ﹤0.01%
20
773
$1K ﹤0.01%
4
774
$1K ﹤0.01%
3
775
$1K ﹤0.01%
15