SWM

Sugarloaf Wealth Management Portfolio holdings

AUM $529M
1-Year Est. Return 14.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$7.34M
3
+$6.73M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$5.55M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$4.21M

Top Sells

1
+$4.1M
2
+$3.85M
3
+$3.7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.52M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.38M

Sector Composition

1 Technology 5.74%
2 Financials 4.79%
3 Consumer Discretionary 3.11%
4 Consumer Staples 2.84%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$13K 0.01%
118
402
$13K 0.01%
386
-71
403
$13K 0.01%
3,275
+2,997
404
$12K 0.01%
356
405
$12K 0.01%
367
406
$12K 0.01%
20
407
$12K 0.01%
308
-249
408
$12K 0.01%
72
409
$12K 0.01%
281
+5
410
$12K 0.01%
200
411
$12K 0.01%
147
412
$12K 0.01%
1,024
+299
413
$11K ﹤0.01%
76
414
$11K ﹤0.01%
642
415
$11K ﹤0.01%
83
416
$11K ﹤0.01%
740
417
$11K ﹤0.01%
2,105
+40
418
$11K ﹤0.01%
364
419
$11K ﹤0.01%
591
420
$11K ﹤0.01%
125
+25
421
$11K ﹤0.01%
459
422
$11K ﹤0.01%
600
423
$11K ﹤0.01%
250
-49
424
$11K ﹤0.01%
364
425
$11K ﹤0.01%
59
15 16
17
18 19