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
201
$97.4K 0.02%
1,923
202
$97.1K 0.02%
1,351
+169
203
$94.8K 0.02%
1,365
+1
204
$94.5K 0.02%
2,781
-235
205
$92.8K 0.02%
6,000
206
$92.3K 0.02%
2,919
207
$91.7K 0.02%
454
+160
208
$91.6K 0.02%
1,050
-11
209
$90.8K 0.02%
3,358
210
$90.8K 0.02%
2,150
211
$90.4K 0.02%
1,517
-147
212
$89.2K 0.02%
8,843
-531
213
$87K 0.02%
1,492
-47,406
214
$86.9K 0.02%
634
215
$86.4K 0.02%
1,545
216
$85.1K 0.02%
7,792
-3,262
217
$83.7K 0.02%
329
+100
218
$83.6K 0.02%
984
219
$83.4K 0.02%
799
+121
220
$83.2K 0.02%
367
221
$82.9K 0.02%
1,000
+1
222
$81.6K 0.02%
692
223
$81.4K 0.02%
2,587
+797
224
$80.8K 0.02%
12,892
225
$80.1K 0.02%
2,142
-296
7 8
9
10 11