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
$335K
AUM Growth
-$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$5.22K
2
+$1.93K
3
+$1.16K
4
NVDA icon
NVIDIA
NVDA
+$1.14K
5
VRSK icon
Verisk Analytics
VRSK
+$1.09K

Top Sells

1
+$1.16B
2
+$19.7M
3
+$10.6M
4
AAPL icon
Apple
AAPL
+$8.11M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$2.88M

Sector Composition

1 Technology 6.15%
2 Financials 4.73%
3 Consumer Discretionary 3.54%
4 Healthcare 2.58%
5 Consumer Staples 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$40 0.01%
275
302
$40 0.01%
450
303
$40 0.01%
300
304
$40 0.01%
588
-24
305
$40 0.01%
295
306
$40 0.01%
1,265
+33
307
$39 0.01%
209
308
$38 0.01%
2,000
309
$38 0.01%
3,324
+1,763
310
$37 0.01%
697
311
$37 0.01%
994
312
$37 0.01%
180
313
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200
314
$37 0.01%
125
315
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905
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316
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2,152
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317
$36 0.01%
229
318
$36 0.01%
446
319
$36 0.01%
212
320
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251
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321
$35 0.01%
19,676
+18,876
322
$35 0.01%
600
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323
$35 0.01%
200
324
$35 0.01%
744
+1
325
$35 0.01%
219
+64
11 12
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