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
101
$301K 0.07%
6,020
-540
102
$287K 0.07%
6,130
+3,658
103
$284K 0.07%
2,838
+9
104
$281K 0.07%
12,193
+8,700
105
$278K 0.07%
4,395
+30
106
$275K 0.07%
6,746
-143
107
$268K 0.07%
22,755
-34,114
108
$267K 0.07%
8,159
-9
109
$265K 0.07%
9,007
+2,887
110
$260K 0.06%
3,758
-771
111
$252K 0.06%
533
+88
112
$252K 0.06%
1,973
+146
113
$252K 0.06%
9,450
+2,739
114
$250K 0.06%
4,578
+2,757
115
$248K 0.06%
2,383
+17
116
$248K 0.06%
2,570
+5
117
$245K 0.06%
2,519
-81
118
$243K 0.06%
19,280
+42
119
$241K 0.06%
1,084
120
$231K 0.06%
3,317
-780
121
$229K 0.06%
1,026
-46
122
$216K 0.05%
560
123
$214K 0.05%
1,539
+2
124
$214K 0.05%
1,524
+1
125
$213K 0.05%
2,976
-167
3 4
5
6 7