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
$395M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.56M
3
+$8.79M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$3.81M
5
WMT icon
Walmart
WMT
+$2.06M

Top Sells

1
+$21.4M
2
+$8.47M
3
+$8.23M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$4.84M
5
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$4.56M

Sector Composition

1 Technology 7.27%
2 Financials 3.63%
3 Healthcare 2.51%
4 Consumer Discretionary 2.39%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$83.7K 0.02%
229
+95
227
$83.6K 0.02%
259
-261
228
$82.5K 0.02%
4,892
-1,083
229
$82.3K 0.02%
367
230
$81.6K 0.02%
859
-1,951
231
$80.6K 0.02%
1,399
+12
232
$80.5K 0.02%
872
233
$79.7K 0.02%
2,700
234
$78.5K 0.02%
1,464
235
$78.1K 0.02%
864
-1
236
$77.1K 0.02%
25
+10
237
$75.9K 0.02%
5,216
+26
238
$75.7K 0.02%
583
239
$75K 0.02%
692
240
$74.8K 0.02%
698
+5
241
$74.8K 0.02%
395
+1
242
$73.7K 0.02%
2,400
243
$72.1K 0.02%
20,361
+5,969
244
$71.2K 0.02%
1,742
+97
245
$70.8K 0.02%
1,283
+1
246
$69.8K 0.02%
743
-26
247
$68.9K 0.02%
751
+107
248
$68.5K 0.02%
4,034
249
$68.1K 0.02%
2,759
+18
250
$67.7K 0.02%
491
+3
8 9
10
11 12