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
326
$35.9K 0.01%
610
327
$35.4K 0.01%
500
328
$34.6K 0.01%
700
329
$33.6K 0.01%
192
330
$33.5K 0.01%
87
331
$33.3K 0.01%
1,702
-1,026
332
$32.6K 0.01%
495
333
$32.5K 0.01%
275
334
$32.4K 0.01%
1,476
335
$32.3K 0.01%
1,100
336
$31.1K 0.01%
800
337
$31K 0.01%
926
338
$30.8K 0.01%
149
339
$30.6K 0.01%
331
340
$30.4K 0.01%
1,839
341
$30K 0.01%
594
+254
342
$29.9K 0.01%
437
343
$29.7K 0.01%
1,800
344
$29.3K 0.01%
306
345
$29.1K 0.01%
335
346
$29K 0.01%
609
347
$28.4K 0.01%
380
348
$28K 0.01%
912
349
$28K 0.01%
165
+1
350
$27.9K 0.01%
537