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
$274M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$7.56M
3
+$3.61M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.83M
5
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$1.57M

Top Sells

1
+$9.24M
2
+$7.15M
3
+$1.85M
4
PKG icon
Packaging Corp of America
PKG
+$1.2M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.16M

Sector Composition

1 Technology 5.09%
2 Financials 4.4%
3 Consumer Discretionary 3.41%
4 Healthcare 3.02%
5 Consumer Staples 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21K 0.01%
979
352
$21K 0.01%
305
353
$20K 0.01%
275
354
$20K 0.01%
263
355
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240
356
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331
+1
357
$20K 0.01%
200
-300
358
$20K 0.01%
750
359
$20K 0.01%
116
360
$20K 0.01%
268
361
$20K 0.01%
1,608
362
$20K 0.01%
257
363
$19K 0.01%
100
364
$19K 0.01%
350
365
$19K 0.01%
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366
$19K 0.01%
1,233
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367
$19K 0.01%
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368
$19K 0.01%
854
369
$19K 0.01%
+125
370
$19K 0.01%
300
371
$18K 0.01%
385
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373
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60
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374
$18K 0.01%
932
375
$18K 0.01%
637
-29
13 14
15
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