SWM

Sugarloaf Wealth Management Portfolio holdings

AUM $529M
1-Year Est. Return 14.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$7.34M
3
+$6.73M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$5.55M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$4.21M

Top Sells

1
+$4.1M
2
+$3.85M
3
+$3.7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.52M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.38M

Sector Composition

1 Technology 5.74%
2 Financials 4.79%
3 Consumer Discretionary 3.11%
4 Consumer Staples 2.84%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$24K 0.01%
1,822
+1,780
302
$24K 0.01%
446
+1
303
$24K 0.01%
1,856
304
$23K 0.01%
149
305
$23K 0.01%
120
-20
306
$23K 0.01%
564
-7,144
307
$23K 0.01%
600
+100
308
$23K 0.01%
2,147
+116
309
$23K 0.01%
183
310
$22K 0.01%
459
311
$22K 0.01%
550
-182
312
$22K 0.01%
827
313
$22K 0.01%
810
314
$22K 0.01%
155
315
$22K 0.01%
+691
316
$22K 0.01%
250
317
$22K 0.01%
1,900
-200
318
$22K 0.01%
1,900
319
$22K 0.01%
160
320
$22K 0.01%
136
321
$21K 0.01%
1,157
+24
322
$21K 0.01%
611
+500
323
$21K 0.01%
122
324
$21K 0.01%
+603
325
$21K 0.01%
62
11 12
13
14 15