SWM
Sugarloaf Wealth Management Portfolio holdings
AUM
$529M
1-Year Return
14.14%
This Quarter Return
+2.63%
1 Year Return
+14.14%
3 Year Return
+10.3%
5 Year Return
+47.85%
10 Year Return
–
AUM
$427M
AUM Growth
+$20.4M
(+5%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
2.67%
Top 10 Holdings %
Top 10 Hldgs %
63.64%
Holding
728
New
26
Increased
196
Reduced
122
Closed
32
Top Buys
| 1 |
Aptus Enhanced Yield ETF
JUCY
|
$3.87M |
| 2 |
Opus Small Cap Value ETF
OSCV
|
$1.85M |
| 3 |
DoubleLine Mortgage ETF
DMBS
|
$1.72M |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$1.68M |
| 5 |
Aptus Defined Risk ETF
DRSK
|
$1.57M |
Top Sells
| 1 |
Aptus International Enhanced Yield ETF
IDUB
|
$3.21M |
| 2 |
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
|
$773K |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$731K |
| 4 |
NVIDIA
NVDA
|
$532K |
| 5 |
McKesson
MCK
|
$522K |
Sector Composition
| 1 | Technology | 7.69% |
| 2 | Financials | 3.49% |
| 3 | Healthcare | 2.34% |
| 4 | Consumer Discretionary | 2.33% |
| 5 | Consumer Staples | 2.09% |
