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
426
$14.2K ﹤0.01%
245
427
$14.1K ﹤0.01%
970
428
$14K ﹤0.01%
387
+1
429
$14K ﹤0.01%
59
430
$13.9K ﹤0.01%
163
431
$13.8K ﹤0.01%
103
432
$13.7K ﹤0.01%
508
433
$13.7K ﹤0.01%
144
434
$13.2K ﹤0.01%
62
435
$13K ﹤0.01%
86
436
$12.8K ﹤0.01%
800
+422
437
$12.8K ﹤0.01%
32
438
$12.6K ﹤0.01%
305
439
$12.4K ﹤0.01%
47
440
$12.3K ﹤0.01%
96
441
$12.3K ﹤0.01%
120
442
$12.2K ﹤0.01%
300
443
$12.1K ﹤0.01%
435
+236
444
$12.1K ﹤0.01%
190
445
$12K ﹤0.01%
539
446
$11.9K ﹤0.01%
346
+5
447
$11.8K ﹤0.01%
54
448
$11.8K ﹤0.01%
189
449
$11.5K ﹤0.01%
477
+233
450
$11.2K ﹤0.01%
107