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
376
$21.4K 0.01%
174
377
$21.3K 0.01%
147
378
$21.2K 0.01%
316
379
$20.6K 0.01%
1,162
380
$20.6K 0.01%
102
+1
381
$20.5K 0.01%
625
382
$20K 0.01%
1,926
+23
383
$20K 0.01%
+779
384
$19.6K 0.01%
520
385
$19.6K 0.01%
399
386
$19.5K ﹤0.01%
212
387
$19.4K ﹤0.01%
33
-2
388
$18.8K ﹤0.01%
1,904
-725
389
$18.5K ﹤0.01%
487
390
$18.5K ﹤0.01%
590
-148
391
$18.5K ﹤0.01%
240
392
$18.4K ﹤0.01%
169
393
$17.5K ﹤0.01%
382
+2
394
$17.4K ﹤0.01%
300
395
$17.4K ﹤0.01%
27
396
$17.2K ﹤0.01%
1,000
397
$17.2K ﹤0.01%
116
398
$17K ﹤0.01%
148
399
$16.9K ﹤0.01%
437
400
$16.9K ﹤0.01%
357
14 15
16
17 18