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
426
$11K ﹤0.01%
+75
427
$11K ﹤0.01%
180
428
$11K ﹤0.01%
205
+1
429
$11K ﹤0.01%
74
430
$10K ﹤0.01%
+500
431
$10K ﹤0.01%
659
432
$10K ﹤0.01%
176
433
$10K ﹤0.01%
143
434
$10K ﹤0.01%
1,118
+3
435
$10K ﹤0.01%
56
436
$10K ﹤0.01%
1,275
+7
437
$10K ﹤0.01%
1,159
-3,000
438
$10K ﹤0.01%
84
439
$9K ﹤0.01%
33
440
$9K ﹤0.01%
109
+92
441
$9K ﹤0.01%
+20
442
$9K ﹤0.01%
+100
443
$9K ﹤0.01%
932
444
$9K ﹤0.01%
72
445
$9K ﹤0.01%
160
446
$9K ﹤0.01%
602
-641
447
$9K ﹤0.01%
717
+11
448
$9K ﹤0.01%
1,000
449
$9K ﹤0.01%
144
450
$9K ﹤0.01%
275
16 17
18
19 20