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
276
$55K 0.01%
117
+72
277
$55K 0.01%
265
+164
278
$54K 0.01%
2,500
279
$54K 0.01%
1,457
+17
280
$54K 0.01%
1,045
+5
281
$54K 0.01%
553
282
$54K 0.01%
265
+65
283
$53K 0.01%
298
284
$53K 0.01%
4,850
285
$53K 0.01%
389
+4
286
$52K 0.01%
2,500
287
$52K 0.01%
6,500
+1,500
288
$52K 0.01%
491
+1
289
$51K 0.01%
590
290
$51K 0.01%
1,686
291
$50K 0.01%
592
292
$50K 0.01%
140
293
$49K 0.01%
2,000
294
$49K 0.01%
459
295
$49K 0.01%
1,463
296
$48K 0.01%
563
297
$48K 0.01%
1,856
298
$47K 0.01%
708
+5
299
$47K 0.01%
910
300
$47K 0.01%
827
10 11
12
13 14