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
151
$164K 0.04%
1,616
152
$161K 0.04%
2,093
+288
153
$159K 0.04%
4,808
-32
154
$154K 0.04%
1,463
+39
155
$154K 0.04%
1,656
-20
156
$153K 0.04%
1,378
+6
157
$152K 0.04%
1,668
158
$152K 0.04%
3,999
+13
159
$151K 0.04%
4,300
+800
160
$150K 0.04%
3,991
-83
161
$150K 0.04%
1,532
-158
162
$149K 0.04%
1,432
-428
163
$148K 0.04%
629
+2
164
$145K 0.04%
952
165
$143K 0.04%
1,438
-56
166
$142K 0.03%
8,808
167
$141K 0.03%
670
-178
168
$141K 0.03%
1,545
169
$138K 0.03%
1,315
170
$136K 0.03%
3,012
+1,826
171
$133K 0.03%
4,526
172
$133K 0.03%
2,932
+1,011
173
$132K 0.03%
2,127
-27
174
$131K 0.03%
500
175
$130K 0.03%
2,673
-3,701
5 6
7
8 9