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
326
$35 0.01%
580
+200
327
$35 0.01%
572
-98
328
$35 0.01%
2,150
+1,540
329
$35 0.01%
312
-45
330
$34 0.01%
159
331
$34 0.01%
+59
332
$34 0.01%
300
333
$34 0.01%
+100
334
$33 0.01%
150
-75
335
$32 0.01%
966
+6
336
$32 0.01%
1,895
-436
337
$32 0.01%
100
338
$31 0.01%
136
339
$31 0.01%
9,716
+9,296
340
$31 0.01%
62
341
$31 0.01%
115
342
$31 0.01%
174
343
$30 0.01%
9,000
-350
344
$30 0.01%
932
345
$30 0.01%
502
+2
346
$30 0.01%
459
347
$30 0.01%
+300
348
$29 0.01%
104
349
$29 0.01%
1,900
350
$29 0.01%
59
12 13
14
15 16