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
$335K
AUM Growth
-$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$5.22K
2
+$1.93K
3
+$1.16K
4
NVDA icon
NVIDIA
NVDA
+$1.14K
5
VRSK icon
Verisk Analytics
VRSK
+$1.09K

Top Sells

1
+$1.16B
2
+$19.7M
3
+$10.6M
4
AAPL icon
Apple
AAPL
+$8.11M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$2.88M

Sector Composition

1 Technology 6.15%
2 Financials 4.73%
3 Consumer Discretionary 3.54%
4 Healthcare 2.58%
5 Consumer Staples 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$72 0.02%
1,464
227
$72 0.02%
301
-178
228
$71 0.02%
2,500
229
$70 0.02%
3,363
+38
230
$70 0.02%
853
-35
231
$69 0.02%
703
232
$69 0.02%
1,752
233
$68 0.02%
423
234
$68 0.02%
1,177
-500
235
$68 0.02%
866
+2
236
$67 0.02%
4,256
+8
237
$67 0.02%
5,000
238
$67 0.02%
275
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239
$66 0.02%
4,805
+3,494
240
$66 0.02%
+33,457
241
$66 0.02%
500
242
$66 0.02%
2,400
+950
243
$62 0.02%
1,512
-198
244
$61 0.02%
2,675
245
$60 0.02%
1,427
+1
246
$59 0.02%
441
+35
247
$59 0.02%
6,385
+3,342
248
$58 0.02%
33
-1,057
249
$58 0.02%
384
250
$58 0.02%
199,761
+198,414
8 9
10
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