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
176
$130K 0.03%
2,395
+349
177
$130K 0.03%
1,562
-23
178
$129K 0.03%
2,223
-287
179
$128K 0.03%
1,404
180
$127K 0.03%
2,138
+14
181
$126K 0.03%
3,970
182
$124K 0.03%
552
-1
183
$122K 0.03%
1,224
184
$119K 0.03%
1,490
+793
185
$118K 0.03%
1,831
+1
186
$118K 0.03%
1,067
+5
187
$116K 0.03%
577
+121
188
$114K 0.03%
198
+12
189
$114K 0.03%
398
+55
190
$112K 0.03%
2,231
+8
191
$111K 0.03%
1,044
192
$110K 0.03%
2,808
193
$110K 0.03%
1,478
-31
194
$109K 0.03%
426
+62
195
$108K 0.03%
1,097
+343
196
$106K 0.03%
1,091
-169
197
$103K 0.03%
+915
198
$102K 0.03%
3,585
199
$99.6K 0.02%
5,363
+25
200
$98.7K 0.02%
1,715
+2
6 7
8
9 10