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
$421M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
843
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$1.92M
3
+$1.91M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$1.49M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$1.2M

Top Sells

1
+$750K
2
+$478K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$408K
5
TSLA icon
Tesla
TSLA
+$178K

Sector Composition

1 Technology 6.75%
2 Financials 4.36%
3 Consumer Discretionary 3.86%
4 Healthcare 2.6%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$65K 0.02%
1,294
+947
252
$65K 0.02%
390
253
$64K 0.02%
550
+5
254
$64K 0.02%
375
255
$64K 0.02%
3,108
-347
256
$64K 0.02%
468
+267
257
$64K 0.02%
900
+520
258
$64K 0.02%
738
259
$63K 0.01%
112
+63
260
$62K 0.01%
1,572
261
$62K 0.01%
579
+321
262
$62K 0.01%
466
+134
263
$61K 0.01%
30
+16
264
$60K 0.01%
685
265
$60K 0.01%
248
+157
266
$60K 0.01%
94
+54
267
$58K 0.01%
154
+98
268
$58K 0.01%
1,024
+103
269
$58K 0.01%
254
+1
270
$58K 0.01%
167
+99
271
$58K 0.01%
233
+1
272
$57K 0.01%
222
+140
273
$57K 0.01%
1,131
274
$57K 0.01%
2,686
+1,627
275
$56K 0.01%
320
-750
9 10
11
12 13