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
$422M
AUM Growth
+$368K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$3.51M
3
+$2.97M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$2.09M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$974K

Top Sells

1
+$789K
2
+$591K
3
+$482K
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$373K
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$316K

Sector Composition

1 Technology 6.66%
2 Financials 4.35%
3 Consumer Discretionary 3.17%
4 Healthcare 2.65%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$29K 0.01%
1,900
352
$29K 0.01%
2,292
+830
353
$28K 0.01%
159
354
$28K 0.01%
353
355
$28K 0.01%
730
-201
356
$28K 0.01%
116
357
$28K 0.01%
742
358
$28K 0.01%
459
-1
359
$27K 0.01%
562
360
$27K 0.01%
854
361
$27K 0.01%
364
362
$27K 0.01%
319
363
$27K 0.01%
722
364
$26K 0.01%
263
365
$26K 0.01%
137
366
$26K 0.01%
1,306
+100
367
$26K 0.01%
591
368
$26K 0.01%
310
-669
369
$25K 0.01%
435
+100
370
$25K 0.01%
1,000
371
$25K 0.01%
670
372
$25K 0.01%
305
373
$25K 0.01%
300
374
$25K 0.01%
119
375
$25K 0.01%
603
+551
13 14
15
16 17