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
$422M
AUM Growth
+$368K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$3.48M
3
+$2.96M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$2.14M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$977K

Top Sells

1
+$796K
2
+$614K
3
+$482K
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$364K
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$304K

Sector Composition

1 Technology 6.66%
2 Financials 4.35%
3 Consumer Discretionary 3.17%
4 Healthcare 2.65%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$17K ﹤0.01%
455
-282
427
$16K ﹤0.01%
932
428
$16K ﹤0.01%
472
+100
429
$16K ﹤0.01%
152
+52
430
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96
431
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400
432
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147
433
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250
434
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418
435
$16K ﹤0.01%
54
436
$16K ﹤0.01%
159
-154
437
$16K ﹤0.01%
89
-1
438
$15K ﹤0.01%
266
439
$15K ﹤0.01%
20
440
$15K ﹤0.01%
143
441
$15K ﹤0.01%
103
442
$15K ﹤0.01%
+215
443
$15K ﹤0.01%
487
444
$15K ﹤0.01%
110
-100
445
$15K ﹤0.01%
+419
446
$14K ﹤0.01%
351
+100
447
$14K ﹤0.01%
+213
448
$14K ﹤0.01%
186
449
$14K ﹤0.01%
+416
450
$14K ﹤0.01%
300
16 17
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