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
376
$28K 0.01%
562
+4
377
$27K 0.01%
263
378
$27K 0.01%
357
379
$27K 0.01%
1,000
380
$27K 0.01%
319
381
$27K 0.01%
350
382
$27K 0.01%
2
383
$26K 0.01%
204
+2
384
$26K 0.01%
6,400
385
$26K 0.01%
78
386
$26K 0.01%
119
387
$26K 0.01%
364
388
$26K 0.01%
76
+1
389
$26K 0.01%
352
390
$25K 0.01%
154
391
$25K 0.01%
1,812
+21
392
$25K 0.01%
62
393
$25K 0.01%
529
394
$24K 0.01%
27
395
$24K 0.01%
1,206
-471
396
$24K 0.01%
854
397
$24K 0.01%
495
398
$23K 0.01%
+100
399
$23K 0.01%
360
-60
400
$23K 0.01%
374
+4
14 15
16
17 18