SWM

Sugarloaf Wealth Management Portfolio holdings

AUM $529M
1-Year Est. Return 14.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$7.34M
3
+$6.73M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$5.55M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$4.21M

Top Sells

1
+$4.1M
2
+$3.85M
3
+$3.7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.52M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.38M

Sector Composition

1 Technology 5.74%
2 Financials 4.79%
3 Consumer Discretionary 3.11%
4 Consumer Staples 2.84%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47K 0.02%
4,850
227
$47K 0.02%
+1,027
228
$47K 0.02%
470
+270
229
$47K 0.02%
1,560
+103
230
$46K 0.02%
384
231
$46K 0.02%
1,300
232
$46K 0.02%
1,010
+948
233
$45K 0.02%
1,088
234
$44K 0.02%
563
235
$44K 0.02%
703
236
$44K 0.02%
1,634
-110
237
$44K 0.02%
+200
238
$43K 0.02%
1,732
+46
239
$42K 0.02%
1,254
+353
240
$42K 0.02%
3,235
+377
241
$42K 0.02%
440
-2,655
242
$41K 0.02%
200
-38
243
$41K 0.02%
292
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244
$41K 0.02%
924
245
$41K 0.02%
1,882
+31
246
$41K 0.02%
719
247
$39K 0.02%
3,087
+9
248
$38K 0.02%
600
249
$38K 0.02%
434
+1
250
$38K 0.02%
938
8 9
10
11 12