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
$421M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
843
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$1.92M
3
+$1.91M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$1.49M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$1.2M

Top Sells

1
+$750K
2
+$478K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$408K
5
TSLA icon
Tesla
TSLA
+$178K

Sector Composition

1 Technology 6.75%
2 Financials 4.36%
3 Consumer Discretionary 3.86%
4 Healthcare 2.6%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$23K 0.01%
300
402
$23K 0.01%
+100
403
$23K 0.01%
360
-60
404
$22K 0.01%
137
405
$22K 0.01%
313
+2
406
$22K 0.01%
168
-29
407
$22K 0.01%
970
408
$22K 0.01%
750
409
$22K 0.01%
1,000
410
$22K 0.01%
300
411
$22K 0.01%
602
-404
412
$21K 0.01%
653
413
$21K 0.01%
109
414
$21K 0.01%
122
415
$21K 0.01%
155
+102
416
$21K 0.01%
378
+2
417
$21K 0.01%
138
418
$21K 0.01%
331
419
$21K 0.01%
700
420
$21K 0.01%
524
421
$21K 0.01%
418
422
$21K 0.01%
+202
423
$21K 0.01%
356
424
$20K ﹤0.01%
1,100
425
$20K ﹤0.01%
58
15 16
17
18 19