SWM
Sugarloaf Wealth Management Portfolio holdings
AUM
$529M
1-Year Return
14.14%
This Quarter Return
+8.37%
1 Year Return
+14.14%
3 Year Return
+10.3%
5 Year Return
+47.85%
10 Year Return
–
AUM
$299M
AUM Growth
+$24.5M
(+8.9%)
Cap. Flow
+$4.75M
Cap. Flow
% of AUM
1.59%
Top 10 Holdings %
Top 10 Hldgs %
59.53%
Holding
818
New
64
Increased
176
Reduced
102
Closed
33
Top Buys
Top Sells
| 1 |
Bank of America Series L
BAC.PRL
|
$1.97M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$580K |
| 3 |
BlackRock Short Maturity Municipal Bond ETF
MEAR
|
$502K |
| 4 |
Procter & Gamble
PG
|
$462K |
| 5 |
Elevance Health
ELV
|
$432K |
Sector Composition
| 1 | Technology | 5.28% |
| 2 | Financials | 5.26% |
| 3 | Consumer Discretionary | 3.41% |
| 4 | Healthcare | 2.88% |
| 5 | Consumer Staples | 2.54% |
