SWM
Sugarloaf Wealth Management Portfolio holdings
AUM
$529M
1-Year Return
14.14%
This Quarter Return
+3.49%
1 Year Return
+14.14%
3 Year Return
+10.3%
5 Year Return
+47.85%
10 Year Return
–
AUM
$407M
AUM Growth
+$8.71M
(+2.2%)
Cap. Flow
-$5.61M
Cap. Flow
% of AUM
-1.38%
Top 10 Holdings %
Top 10 Hldgs %
64.08%
Holding
800
New
16
Increased
148
Reduced
182
Closed
102
Top Buys
| 1 |
Aptus Enhanced Yield ETF
JUCY
|
+$9.44M |
| 2 |
Aptus Defined Risk ETF
DRSK
|
+$5.12M |
| 3 |
Aptus Collared Investment Opportunity ETF
ACIO
|
+$2.29M |
| 4 |
Progressive
PGR
|
+$2.28M |
| 5 |
Broadcom
AVGO
|
+$2.12M |
Top Sells
| 1 |
Aptus Behavioral Momentum ETF
ADME
|
+$28.6M |
| 2 |
NVIDIA
NVDA
|
+$3.78M |
| 3 |
Pultegroup
PHM
|
+$2.76M |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$540K |
| 5 |
Newmont
NEM
|
+$497K |
Sector Composition
| 1 | Technology | 6.97% |
| 2 | Financials | 3.66% |
| 3 | Healthcare | 2.61% |
| 4 | Consumer Staples | 2.24% |
| 5 | Consumer Discretionary | 2.19% |
