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
351
$18K 0.01%
1,020
352
$18K 0.01%
495
353
$18K 0.01%
350
354
$17K 0.01%
103
355
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263
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356
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200
357
$17K 0.01%
365
+2
358
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359
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113
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360
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116
361
$17K 0.01%
268
362
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602
-910
363
$16K 0.01%
142
364
$16K 0.01%
116
365
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913
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366
$16K 0.01%
2,053
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367
$16K 0.01%
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368
$16K 0.01%
667
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369
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370
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100
373
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352
374
$16K 0.01%
979
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375
$16K 0.01%
910
13 14
15
16 17