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
301
$44.5K 0.01%
783
302
$44.1K 0.01%
136
303
$43.7K 0.01%
+1,086
304
$42.8K 0.01%
753
+7
305
$42.4K 0.01%
1,406
-354
306
$41.1K 0.01%
240
307
$41K 0.01%
542
+6
308
$40.9K 0.01%
2,365
309
$40K 0.01%
809
310
$39.7K 0.01%
1,686
311
$39.2K 0.01%
527
312
$39.1K 0.01%
440
313
$38.9K 0.01%
697
314
$38.9K 0.01%
1,181
+1
315
$38.8K 0.01%
1,170
316
$38.4K 0.01%
1,856
317
$38.3K 0.01%
875
-67
318
$38.3K 0.01%
749
+1
319
$38.2K 0.01%
241
320
$38K 0.01%
750
321
$37.8K 0.01%
1,247
-1,340
322
$37.5K 0.01%
414
+5
323
$37.1K 0.01%
1,104
-1,677
324
$36.7K 0.01%
183
325
$36.6K 0.01%
274
+27
11 12
13
14 15