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
$494M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$751K
2
+$617K
3
+$566K
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$547K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$401K

Top Sells

1
+$896K
2
+$593K
3
+$401K
4
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$378K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$338K

Sector Composition

1 Technology 7.79%
2 Financials 3.89%
3 Healthcare 2.23%
4 Consumer Discretionary 2.04%
5 Consumer Staples 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$76.3K 0.02%
2,000
252
$75.7K 0.02%
1,597
253
$75.4K 0.02%
2,424
+15
254
$74K 0.02%
1,120
255
$73.5K 0.01%
+1,500
256
$73.4K 0.01%
583
257
$72.9K 0.01%
427
+96
258
$72.3K 0.01%
1,180
259
$71.8K 0.01%
1,664
260
$71K 0.01%
1,464
261
$70.9K 0.01%
3,087
262
$68.4K 0.01%
700
263
$67.5K 0.01%
738
264
$67.1K 0.01%
125
265
$66.4K 0.01%
2,500
266
$66.1K 0.01%
222
267
$65.6K 0.01%
1,915
+33
268
$65.5K 0.01%
418
269
$64.9K 0.01%
1,223
+648
270
$64.5K 0.01%
6,500
271
$64.4K 0.01%
1,503
272
$63.2K 0.01%
145
273
$63.1K 0.01%
1,700
274
$61.8K 0.01%
674
+8
275
$61.8K 0.01%
140
9 10
11
12 13