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
276
$61.2K 0.01%
1,347
+376
277
$59.7K 0.01%
397
+114
278
$59.6K 0.01%
503
279
$59.2K 0.01%
938
-325
280
$58.4K 0.01%
1,371
+9
281
$58.1K 0.01%
568
+271
282
$57.9K 0.01%
544
+3
283
$57.6K 0.01%
819
+229
284
$57.1K 0.01%
762
+219
285
$57K 0.01%
773
+13
286
$56.7K 0.01%
1,110
+17
287
$54.3K 0.01%
1,156
-27
288
$54K 0.01%
1,610
289
$53.9K 0.01%
295
290
$53.6K 0.01%
203
+81
291
$52.9K 0.01%
234
292
$51.7K 0.01%
789
293
$51.3K 0.01%
1,145
294
$50.1K 0.01%
1,000
295
$49.6K 0.01%
384
296
$48.6K 0.01%
+473
297
$48.4K 0.01%
440
298
$47.1K 0.01%
824
+19
299
$46.8K 0.01%
241
300
$46.8K 0.01%
558
10 11
12
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