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
$415M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.12M
3
+$787K
4
VTV icon
Vanguard Value ETF
VTV
+$694K
5
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$583K

Top Sells

1
+$4.45M
2
+$2.6M
3
+$2.54M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.61M
5
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$1.54M

Sector Composition

1 Technology 8.07%
2 Financials 3.99%
3 Healthcare 2.58%
4 Consumer Discretionary 2.35%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$23.6K 0.01%
800
377
$23.4K 0.01%
+3,469
378
$23.3K 0.01%
509
-500
379
$23.3K 0.01%
1,685
+39
380
$23K 0.01%
+1,000
381
$22.9K 0.01%
1,949
+23
382
$22.7K 0.01%
+19
383
$22.6K 0.01%
1,062
-640
384
$22.3K 0.01%
625
385
$22.2K 0.01%
300
386
$22.2K 0.01%
1,900
387
$22.1K 0.01%
699
+14
388
$22K 0.01%
1,100
-700
389
$21.9K 0.01%
27
390
$21.2K 0.01%
322
-1,397
391
$21.1K 0.01%
+973
392
$21K 0.01%
121
393
$21K 0.01%
240
394
$20.8K 0.01%
388
-206
395
$20.7K 0.01%
1,913
+9
396
$20K ﹤0.01%
76
397
$20K ﹤0.01%
116
398
$19.5K ﹤0.01%
325
-661
399
$19.4K ﹤0.01%
1,000
400
$19.3K ﹤0.01%
154
+1
14 15
16
17 18