SWM
Sugarloaf Wealth Management Portfolio holdings
AUM
$529M
1-Year Return
14.14%
This Quarter Return
+5.77%
1 Year Return
+14.14%
3 Year Return
+10.3%
5 Year Return
+47.85%
10 Year Return
–
AUM
$398M
AUM Growth
+$7.8M
(+2%)
Cap. Flow
-$10.9M
Cap. Flow
% of AUM
-2.74%
Top 10 Holdings %
Top 10 Hldgs %
64.64%
Holding
901
New
71
Increased
159
Reduced
242
Closed
103
Top Buys
| 1 |
Aptus Enhanced Yield ETF
JUCY
|
+$30.7M |
| 2 |
Opus Small Cap Value ETF
OSCV
|
+$8.02M |
| 3 |
Aptus Collared Investment Opportunity ETF
ACIO
|
+$4.41M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$2.71M |
| 5 |
Microsoft
MSFT
|
+$1.93M |
Top Sells
| 1 |
Aptus Defined Risk ETF
DRSK
|
+$22.8M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$12.3M |
| 3 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$8.11M |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$2.16M |
| 5 |
Home Depot
HD
|
+$2.14M |
Sector Composition
| 1 | Technology | 6.04% |
| 2 | Financials | 3.25% |
| 3 | Healthcare | 2.86% |
| 4 | Consumer Discretionary | 2.84% |
| 5 | Consumer Staples | 2.27% |
