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
$422M
AUM Growth
+$368K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$3.51M
3
+$2.97M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$2.09M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$974K

Top Sells

1
+$789K
2
+$591K
3
+$482K
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$373K
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$316K

Sector Composition

1 Technology 6.66%
2 Financials 4.35%
3 Consumer Discretionary 3.17%
4 Healthcare 2.65%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$60K 0.01%
+1,000
252
$60K 0.01%
1,110
+210
253
$60K 0.01%
213
+59
254
$60K 0.01%
443
-1
255
$60K 0.01%
686
+1
256
$60K 0.01%
141
+29
257
$60K 0.01%
553
+3
258
$59K 0.01%
432
-147
259
$58K 0.01%
1,572
260
$58K 0.01%
1,009
261
$58K 0.01%
238
262
$57K 0.01%
4,850
263
$57K 0.01%
6,500
264
$57K 0.01%
2,500
265
$56K 0.01%
986
-240
266
$56K 0.01%
222
+67
267
$56K 0.01%
1,131
268
$55K 0.01%
738
269
$55K 0.01%
553
270
$54K 0.01%
233
+11
271
$53K 0.01%
563
272
$51K 0.01%
1,177
273
$51K 0.01%
820
-400
274
$51K 0.01%
124
+7
275
$50K 0.01%
121
+5
9 10
11
12 13