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
251
$37K 0.02%
221
-77
252
$36K 0.02%
360
+231
253
$36K 0.02%
1,251
+747
254
$36K 0.02%
1,246
+65
255
$36K 0.02%
+1,217
256
$36K 0.02%
250
+125
257
$35K 0.02%
10,500
258
$35K 0.02%
850
259
$35K 0.02%
+1,264
260
$35K 0.02%
2,675
261
$35K 0.02%
+858
262
$34K 0.02%
701
+3
263
$34K 0.02%
+1,690
264
$34K 0.02%
453
+4
265
$34K 0.02%
140
-124
266
$34K 0.02%
1,558
+6
267
$33K 0.01%
1,134
268
$33K 0.01%
2,500
269
$33K 0.01%
402
+164
270
$33K 0.01%
667
271
$33K 0.01%
300
272
$33K 0.01%
921
273
$32K 0.01%
2,275
-533
274
$31K 0.01%
179
275
$31K 0.01%
23
+14
9 10
11
12 13