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
$335K
AUM Growth
-$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$5.22K
2
+$1.93K
3
+$1.16K
4
NVDA icon
NVIDIA
NVDA
+$1.14K
5
VRSK icon
Verisk Analytics
VRSK
+$1.09K

Top Sells

1
+$1.16B
2
+$19.7M
3
+$10.6M
4
AAPL icon
Apple
AAPL
+$8.11M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$2.88M

Sector Composition

1 Technology 6.15%
2 Financials 4.73%
3 Consumer Discretionary 3.54%
4 Healthcare 2.58%
5 Consumer Staples 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$16 ﹤0.01%
3,255
+3,095
452
$16 ﹤0.01%
306
-306
453
$16 ﹤0.01%
57
454
$15 ﹤0.01%
932
455
$15 ﹤0.01%
2,142
+1,843
456
$15 ﹤0.01%
45
457
$15 ﹤0.01%
+200
458
$15 ﹤0.01%
1,930
+1,729
459
$15 ﹤0.01%
143
460
$15 ﹤0.01%
642
461
$15 ﹤0.01%
+300
462
$14 ﹤0.01%
+151
463
$14 ﹤0.01%
307
+2
464
$14 ﹤0.01%
271
465
$14 ﹤0.01%
20
466
$14 ﹤0.01%
2,419
+1,669
467
$14 ﹤0.01%
78
468
$14 ﹤0.01%
261
469
$14 ﹤0.01%
118
470
$14 ﹤0.01%
310
+4
471
$14 ﹤0.01%
417
472
$13 ﹤0.01%
100
473
$13 ﹤0.01%
221
474
$13 ﹤0.01%
144
475
$13 ﹤0.01%
100
17 18
19
20 21