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
$395M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$9.56M
3 +$8.79M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$3.81M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$2.06M

Top Sells

1 +$21.4M
2 +$8.47M
3 +$8.23M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$4.84M
5
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$4.56M

Sector Composition

1 Technology 7.27%
2 Financials 3.63%
3 Healthcare 2.51%
4 Consumer Discretionary 2.39%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$16.8K ﹤0.01%
153
402
$16.8K ﹤0.01%
166
403
$16.6K ﹤0.01%
1,980
+24
404
$16.4K ﹤0.01%
143
405
$16.3K ﹤0.01%
670
406
$16.2K ﹤0.01%
234
407
$16.2K ﹤0.01%
932
408
$16K ﹤0.01%
212
409
$16K ﹤0.01%
122
410
$15.4K ﹤0.01%
76
411
$15.3K ﹤0.01%
500
412
$15.3K ﹤0.01%
118
413
$15.2K ﹤0.01%
300
414
$15.1K ﹤0.01%
194
415
$15.1K ﹤0.01%
275
-55
416
$14.9K ﹤0.01%
222
+4
417
$14.9K ﹤0.01%
643
418
$14.7K ﹤0.01%
324
+1
419
$14.6K ﹤0.01%
5,000
420
$14.6K ﹤0.01%
600
421
$14.5K ﹤0.01%
20
422
$14.5K ﹤0.01%
250
423
$14.4K ﹤0.01%
418
424
$14.2K ﹤0.01%
77
425
$14.2K ﹤0.01%
144