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
126
$211K 0.05%
6,180
-41
127
$208K 0.05%
2,428
+3
128
$206K 0.05%
825
129
$205K 0.05%
1,535
-104
130
$204K 0.05%
2,463
+1,530
131
$203K 0.05%
1,509
+3
132
$200K 0.05%
2,277
-371
133
$200K 0.05%
1,782
134
$195K 0.05%
3,724
-530
135
$193K 0.05%
+6,595
136
$192K 0.05%
1,261
137
$183K 0.05%
1,062
138
$182K 0.04%
4,858
139
$180K 0.04%
6,021
+3,762
140
$179K 0.04%
7,415
+6,485
141
$175K 0.04%
3,090
142
$174K 0.04%
4,469
+1,669
143
$172K 0.04%
861
+2
144
$172K 0.04%
2,209
-299
145
$172K 0.04%
6,237
146
$171K 0.04%
1,767
-1
147
$171K 0.04%
803
-170
148
$168K 0.04%
601
-193
149
$168K 0.04%
541
150
$165K 0.04%
3,688
-105
4 5
6
7 8