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
$421M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
843
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$1.92M
3
+$1.91M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$1.49M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$1.2M

Top Sells

1
+$750K
2
+$478K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$408K
5
TSLA icon
Tesla
TSLA
+$178K

Sector Composition

1 Technology 6.75%
2 Financials 4.36%
3 Consumer Discretionary 3.86%
4 Healthcare 2.6%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$34K 0.01%
150
-20
352
$34K 0.01%
275
353
$33K 0.01%
305
354
$33K 0.01%
1,352
-615
355
$33K 0.01%
1,000
356
$32K 0.01%
1,560
357
$32K 0.01%
1,012
+9
358
$32K 0.01%
275
359
$31K 0.01%
1,162
360
$31K 0.01%
1,900
361
$31K 0.01%
210
-100
362
$31K 0.01%
577
+7
363
$31K 0.01%
737
364
$30K 0.01%
394
+3
365
$30K 0.01%
722
366
$30K 0.01%
591
367
$30K 0.01%
116
368
$29K 0.01%
430
+24
369
$29K 0.01%
1,323
+18
370
$29K 0.01%
325
371
$29K 0.01%
353
372
$29K 0.01%
504
+379
373
$29K 0.01%
742
+1
374
$29K 0.01%
335
375
$28K 0.01%
77
13 14
15
16 17