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
$274M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$7.56M
3
+$3.61M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.83M
5
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$1.57M

Top Sells

1
+$9.24M
2
+$7.15M
3
+$1.85M
4
PKG icon
Packaging Corp of America
PKG
+$1.2M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.16M

Sector Composition

1 Technology 5.09%
2 Financials 4.4%
3 Consumer Discretionary 3.41%
4 Healthcare 3.02%
5 Consumer Staples 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$13K ﹤0.01%
302
+3
427
$13K ﹤0.01%
1,161
+1
428
$13K ﹤0.01%
250
429
$12K ﹤0.01%
2,000
430
$12K ﹤0.01%
1,000
431
$12K ﹤0.01%
418
+322
432
$12K ﹤0.01%
144
433
$12K ﹤0.01%
705
-94
434
$12K ﹤0.01%
487
435
$12K ﹤0.01%
201
436
$12K ﹤0.01%
1,076
+8
437
$12K ﹤0.01%
365
438
$12K ﹤0.01%
33
439
$12K ﹤0.01%
356
440
$12K ﹤0.01%
658
441
$12K ﹤0.01%
19
442
$12K ﹤0.01%
1,560
443
$11K ﹤0.01%
400
444
$11K ﹤0.01%
25
445
$11K ﹤0.01%
80
446
$11K ﹤0.01%
160
447
$11K ﹤0.01%
103
448
$11K ﹤0.01%
417
449
$11K ﹤0.01%
84
450
$10K ﹤0.01%
106
16 17
18
19 20