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
$335K
AUM Growth
-$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$5.22K
2
+$1.93K
3
+$1.16K
4
NVDA icon
NVIDIA
NVDA
+$1.14K
5
VRSK icon
Verisk Analytics
VRSK
+$1.09K

Top Sells

1
+$1.16B
2
+$19.7M
3
+$10.6M
4
AAPL icon
Apple
AAPL
+$8.11M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$2.88M

Sector Composition

1 Technology 6.15%
2 Financials 4.73%
3 Consumer Discretionary 3.54%
4 Healthcare 2.58%
5 Consumer Staples 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$48 0.01%
183
277
$47 0.01%
1,460
278
$47 0.01%
910
279
$46 0.01%
250
280
$46 0.01%
210
281
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+2,000
282
$46 0.01%
1,836
-20
283
$45 0.01%
3,361
+29
284
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809
285
$45 0.01%
2
+1
286
$44 0.01%
557
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287
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311
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288
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+750
289
$43 0.01%
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290
$43 0.01%
116
291
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952
-8,152
292
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275
293
$42 0.01%
295
-91
294
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563
295
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296
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297
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149
298
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2,098
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299
$41 0.01%
216
300
$41 0.01%
808
10 11
12
13 14