SWM
Sugarloaf Wealth Management Portfolio holdings
AUM
$529M
1-Year Return
14.14%
This Quarter Return
-12.03%
1 Year Return
+14.14%
3 Year Return
+10.3%
5 Year Return
+47.85%
10 Year Return
–
AUM
$223M
AUM Growth
-$11.9M
(-5.1%)
Cap. Flow
+$25.9M
Cap. Flow
% of AUM
11.59%
Top 10 Holdings %
Top 10 Hldgs %
57.5%
Holding
816
New
42
Increased
177
Reduced
122
Closed
40
Top Buys
| 1 |
Aptus Defined Risk ETF
DRSK
|
+$9.52M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$7.34M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$6.73M |
| 4 |
Aptus Collared Investment Opportunity ETF
ACIO
|
+$5.55M |
| 5 |
Aptus Behavioral Momentum ETF
ADME
|
+$4.21M |
Top Sells
Sector Composition
| 1 | Technology | 5.74% |
| 2 | Financials | 4.79% |
| 3 | Consumer Discretionary | 3.11% |
| 4 | Consumer Staples | 2.84% |
| 5 | Healthcare | 2.71% |
