SWM
Sugarloaf Wealth Management Portfolio holdings
AUM
$529M
1-Year Return
14.14%
This Quarter Return
-3.75%
1 Year Return
+14.14%
3 Year Return
+10.3%
5 Year Return
+47.85%
10 Year Return
–
AUM
$422M
AUM Growth
+$368K
(+0.09%)
Cap. Flow
+$17.7M
Cap. Flow
% of AUM
4.19%
Top 10 Holdings %
Top 10 Hldgs %
64.8%
Holding
815
New
18
Increased
201
Reduced
106
Closed
46
Top Buys
| 1 |
Aptus Defined Risk ETF
DRSK
|
+$6.71M |
| 2 |
Aptus Collared Investment Opportunity ETF
ACIO
|
+$3.51M |
| 3 |
Aptus Behavioral Momentum ETF
ADME
|
+$2.97M |
| 4 |
Aptus International Enhanced Yield ETF
IDUB
|
+$2.09M |
| 5 |
Opus Small Cap Value ETF
OSCV
|
+$974K |
Top Sells
Sector Composition
| 1 | Technology | 6.66% |
| 2 | Financials | 4.35% |
| 3 | Consumer Discretionary | 3.17% |
| 4 | Healthcare | 2.65% |
| 5 | Consumer Staples | 2.19% |
