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
$395M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.56M
3
+$8.79M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$3.81M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$2.06M

Top Sells

1
+$21.4M
2
+$8.47M
3
+$8.23M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$4.84M
5
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$4.56M

Sector Composition

1 Technology 7.27%
2 Financials 3.63%
3 Healthcare 2.51%
4 Consumer Discretionary 2.39%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$55.4K 0.01%
140
277
$55.4K 0.01%
1,700
278
$55.2K 0.01%
541
279
$54.9K 0.01%
5,703
+46
280
$54.7K 0.01%
+700
281
$54.5K 0.01%
986
-336
282
$54.4K 0.01%
2,077
+18
283
$54K 0.01%
1,061
+15
284
$54K 0.01%
2,000
285
$52.5K 0.01%
175
-62
286
$52.1K 0.01%
222
287
$50.9K 0.01%
2,500
288
$49.8K 0.01%
1,000
289
$49.5K 0.01%
+2,200
290
$49.3K 0.01%
6,500
291
$47.6K 0.01%
384
292
$46.2K 0.01%
4,850
293
$45.8K 0.01%
229
-100
294
$45.8K 0.01%
1,467
+2
295
$45.7K 0.01%
121
296
$45.6K 0.01%
567
+1
297
$45.3K 0.01%
295
298
$45.2K 0.01%
491
299
$45.2K 0.01%
1,009
300
$44.5K 0.01%
553
10 11
12
13 14