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
$483M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$6.62M
3
+$5.65M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.59M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$3.73M

Top Sells

1
+$3.58M
2
+$1.25M
3
+$696K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$589K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$531K

Sector Composition

1 Technology 7.17%
2 Financials 3.94%
3 Healthcare 2.4%
4 Consumer Discretionary 2.16%
5 Consumer Staples 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$168K 0.03%
323
+46
177
$166K 0.03%
1,872
+5
178
$165K 0.03%
409
+50
179
$165K 0.03%
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180
$165K 0.03%
5,050
181
$165K 0.03%
2,223
182
$163K 0.03%
577
+1
183
$157K 0.03%
1,557
-495
184
$157K 0.03%
5,651
-336
185
$156K 0.03%
5,479
186
$155K 0.03%
847
+354
187
$152K 0.03%
3,500
-800
188
$152K 0.03%
1,444
-95
189
$151K 0.03%
1,764
+1
190
$150K 0.03%
+3,290
191
$147K 0.03%
1,918
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192
$146K 0.03%
3,344
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193
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194
$143K 0.03%
1,774
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195
$142K 0.03%
3,020
-265
196
$142K 0.03%
2,241
197
$141K 0.03%
1,444
-20
198
$139K 0.03%
2,577
-1,310
199
$139K 0.03%
3,531
200
$137K 0.03%
+1,379
6 7
8
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