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
$494M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$751K
2
+$617K
3
+$566K
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$547K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$401K

Top Sells

1
+$896K
2
+$593K
3
+$401K
4
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$378K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$338K

Sector Composition

1 Technology 7.79%
2 Financials 3.89%
3 Healthcare 2.23%
4 Consumer Discretionary 2.04%
5 Consumer Staples 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$23.8K ﹤0.01%
118
377
$23.6K ﹤0.01%
1,253
378
$23.2K ﹤0.01%
1,162
379
$23.2K ﹤0.01%
2,417
+32
380
$23K ﹤0.01%
362
-224
381
$22.6K ﹤0.01%
235
-163
382
$22.5K ﹤0.01%
+131
383
$22.3K ﹤0.01%
524
384
$22.2K ﹤0.01%
116
385
$22.2K ﹤0.01%
388
386
$21.4K ﹤0.01%
27
387
$21.3K ﹤0.01%
396
-354
388
$21.1K ﹤0.01%
76
389
$20.9K ﹤0.01%
731
+13
390
$20.7K ﹤0.01%
1,100
391
$20.6K ﹤0.01%
190
392
$20.6K ﹤0.01%
500
393
$20.6K ﹤0.01%
+390
394
$20.4K ﹤0.01%
2,059
+31
395
$20.4K ﹤0.01%
399
396
$20.3K ﹤0.01%
1,908
+9
397
$20.3K ﹤0.01%
275
398
$20.2K ﹤0.01%
220
-2
399
$20K ﹤0.01%
1,000
400
$19.8K ﹤0.01%
338
14 15
16
17 18