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
326
$21K 0.01%
854
327
$21K 0.01%
249
328
$21K 0.01%
20,016
-1,000
329
$21K 0.01%
209
330
$21K 0.01%
604
331
$21K 0.01%
247
332
$20K 0.01%
1,750
333
$20K 0.01%
420
+40
334
$20K 0.01%
+300
335
$20K 0.01%
1,564
-1,063
336
$20K 0.01%
1,608
337
$19K 0.01%
2,000
338
$19K 0.01%
331
339
$19K 0.01%
259
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340
$19K 0.01%
1,162
341
$19K 0.01%
330
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342
$18K 0.01%
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343
$18K 0.01%
769
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344
$18K 0.01%
330
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346
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347
$18K 0.01%
639
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348
$18K 0.01%
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349
$18K 0.01%
87
350
$18K 0.01%
600
12 13
14
15 16