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
276
$31K 0.01%
212
277
$31K 0.01%
632
278
$31K 0.01%
1,748
279
$30K 0.01%
229
280
$29K 0.01%
833
281
$29K 0.01%
60
282
$29K 0.01%
216
283
$29K 0.01%
299
284
$29K 0.01%
610
285
$28K 0.01%
200
286
$27K 0.01%
+750
287
$27K 0.01%
542
+2
288
$27K 0.01%
500
-56
289
$27K 0.01%
2,006
290
$27K 0.01%
275
-10
291
$27K 0.01%
823
+2
292
$26K 0.01%
5,000
293
$26K 0.01%
570
-430
294
$26K 0.01%
592
295
$25K 0.01%
159
296
$25K 0.01%
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297
$25K 0.01%
1,221
+8
298
$25K 0.01%
915
-123
299
$25K 0.01%
+738
300
$25K 0.01%
266
10 11
12
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