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
$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
426
$20K ﹤0.01%
212
427
$20K ﹤0.01%
1,105
428
$19K ﹤0.01%
535
429
$19K ﹤0.01%
143
430
$19K ﹤0.01%
361
-355
431
$19K ﹤0.01%
103
432
$19K ﹤0.01%
96
433
$19K ﹤0.01%
459
434
$19K ﹤0.01%
387
+3
435
$18K ﹤0.01%
266
436
$18K ﹤0.01%
234
437
$18K ﹤0.01%
85
438
$18K ﹤0.01%
160
439
$18K ﹤0.01%
177
-100
440
$17K ﹤0.01%
219
441
$17K ﹤0.01%
256
-5
442
$17K ﹤0.01%
400
443
$17K ﹤0.01%
45
444
$17K ﹤0.01%
118
445
$17K ﹤0.01%
250
446
$17K ﹤0.01%
400
-356
447
$17K ﹤0.01%
250
448
$17K ﹤0.01%
54
449
$17K ﹤0.01%
335
450
$17K ﹤0.01%
20
16 17
18
19 20