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
$395M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.56M
3
+$8.79M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$3.81M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$2.06M

Top Sells

1
+$21.4M
2
+$8.47M
3
+$8.23M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$4.84M
5
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$4.56M

Sector Composition

1 Technology 7.27%
2 Financials 3.63%
3 Healthcare 2.51%
4 Consumer Discretionary 2.39%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$27.5K 0.01%
87
352
$27.4K 0.01%
1,068
353
$27.3K 0.01%
994
354
$26.8K 0.01%
78
355
$26.5K 0.01%
719
+4
356
$26.3K 0.01%
217
357
$26.2K 0.01%
364
358
$26.1K 0.01%
257
359
$25.8K 0.01%
485
+2
360
$25.1K 0.01%
2,251
-2,113
361
$24.9K 0.01%
412
+3
362
$24.7K 0.01%
2,874
-1,862
363
$24.3K 0.01%
121
364
$23.9K 0.01%
325
365
$23.8K 0.01%
121
+1
366
$23.7K 0.01%
725
+650
367
$23.5K 0.01%
728
368
$23.1K 0.01%
350
369
$23.1K 0.01%
1,646
+39
370
$22.7K 0.01%
109
371
$22.4K 0.01%
685
+15
372
$22.3K 0.01%
1,900
373
$22K 0.01%
800
374
$21.8K 0.01%
657
+3
375
$21.7K 0.01%
76
13 14
15
16 17