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
451
$17K ﹤0.01%
64
452
$16K ﹤0.01%
407
+160
453
$16K ﹤0.01%
147
454
$16K ﹤0.01%
487
455
$16K ﹤0.01%
204
+1
456
$16K ﹤0.01%
95
457
$16K ﹤0.01%
172
458
$16K ﹤0.01%
186
459
$15K ﹤0.01%
100
460
$15K ﹤0.01%
932
461
$15K ﹤0.01%
372
462
$15K ﹤0.01%
775
+9
463
$15K ﹤0.01%
144
464
$15K ﹤0.01%
320
+3
465
$15K ﹤0.01%
100
-25
466
$15K ﹤0.01%
82
467
$15K ﹤0.01%
1,462
+758
468
$14K ﹤0.01%
251
469
$14K ﹤0.01%
642
470
$14K ﹤0.01%
100
471
$14K ﹤0.01%
311
472
$14K ﹤0.01%
400
473
$14K ﹤0.01%
300
474
$14K ﹤0.01%
417
475
$14K ﹤0.01%
+142
17 18
19
20 21