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
351
$28 0.01%
305
352
$28 0.01%
3,887
+3,336
353
$28 0.01%
1,311
+878
354
$28 0.01%
529
355
– –
0
356
$28 0.01%
756
357
$27 0.01%
87
358
$27 0.01%
3,244
-2,371
359
$26 0.01%
+1,100
360
$26 0.01%
1,010
-70
361
$26 0.01%
+1,359
362
$26 0.01%
331
363
$26 0.01%
87
-4
364
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82
365
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2,268,740
+2,268,290
366
$25 0.01%
292
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367
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1,271
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368
$25 0.01%
386
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369
$25 0.01%
333
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370
$25 0.01%
352
371
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1,078
372
$24 0.01%
32
-2,446
373
$24 0.01%
122
374
$24 0.01%
1,560
375
$24 0.01%
970
13 14
15
16 17