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
$494M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$751K
2
+$617K
3
+$566K
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$547K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$401K

Top Sells

1
+$896K
2
+$593K
3
+$401K
4
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$378K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$338K

Sector Composition

1 Technology 7.79%
2 Financials 3.89%
3 Healthcare 2.23%
4 Consumer Discretionary 2.04%
5 Consumer Staples 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$16.3K ﹤0.01%
297
+3
427
$16.3K ﹤0.01%
100
428
$16.2K ﹤0.01%
300
429
$16.2K ﹤0.01%
600
430
$16.2K ﹤0.01%
684
+17
431
$16K ﹤0.01%
565
-347
432
$15.9K ﹤0.01%
163
433
$15.8K ﹤0.01%
153
434
$15.5K ﹤0.01%
144
435
$15.3K ﹤0.01%
670
436
$15.1K ﹤0.01%
20
437
$15K ﹤0.01%
212
438
$14.9K ﹤0.01%
86
439
$14.9K ﹤0.01%
285
-13
440
$14.7K ﹤0.01%
46
441
$14.6K ﹤0.01%
411
-19
442
$14.6K ﹤0.01%
163
443
$14.5K ﹤0.01%
61
444
$14.4K ﹤0.01%
271
-354
445
$14.2K ﹤0.01%
300
446
$14.1K ﹤0.01%
+135
447
$14.1K ﹤0.01%
339
+163
448
$13.8K ﹤0.01%
189
449
$13.7K ﹤0.01%
361
+5
450
$13.4K ﹤0.01%
120
16 17
18
19 20