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
$367M
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$72M
2
+$32.8M
3
+$20.4M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$20.2M
5
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$15.4M

Top Sells

1
+$86.3M
2
+$21.7M
3
+$18M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$11.7M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$8.99M

Sector Composition

1 Technology 6.42%
2 Financials 4.58%
3 Consumer Discretionary 3.48%
4 Healthcare 2.48%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$26K 0.01%
325
-1,034
377
$26K 0.01%
970
378
$25K 0.01%
34
+15
379
$25K 0.01%
600
380
$25K 0.01%
+591
381
$25K 0.01%
334
+1
382
$24K 0.01%
46
+14
383
$24K 0.01%
1,000
384
$24K 0.01%
77
+1
385
$24K 0.01%
1,771
+21
386
$24K 0.01%
154
+1
387
$23K 0.01%
1,100
388
$23K 0.01%
148
+53
389
$23K 0.01%
381
-1,883
390
$23K 0.01%
118
+100
391
$23K 0.01%
119
-1,927
392
$23K 0.01%
364
393
$23K 0.01%
+253
394
$23K 0.01%
200
395
$23K 0.01%
1,079
+1
396
$23K 0.01%
250
-115
397
$22K 0.01%
136
398
$22K 0.01%
122
399
$22K 0.01%
210
+100
400
$22K 0.01%
495
14 15
16
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