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
+$6.71M
2
+$3.51M
3
+$2.97M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$2.09M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$974K

Top Sells

1
+$789K
2
+$591K
3
+$482K
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$373K
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$316K

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
451
$14K ﹤0.01%
+476
452
$14K ﹤0.01%
84
453
$14K ﹤0.01%
204
454
$14K ﹤0.01%
250
+50
455
$13K ﹤0.01%
100
456
$13K ﹤0.01%
400
457
$13K ﹤0.01%
100
458
$13K ﹤0.01%
642
459
$13K ﹤0.01%
64
460
$13K ﹤0.01%
400
461
$13K ﹤0.01%
118
462
$13K ﹤0.01%
54
463
$13K ﹤0.01%
417
464
$13K ﹤0.01%
32
465
$13K ﹤0.01%
+540
466
$12K ﹤0.01%
271
467
$12K ﹤0.01%
25
468
$12K ﹤0.01%
176
469
$12K ﹤0.01%
100
470
$12K ﹤0.01%
643
471
$12K ﹤0.01%
1,015
+15
472
$12K ﹤0.01%
144
473
$11K ﹤0.01%
+100
474
$11K ﹤0.01%
194
475
$11K ﹤0.01%
106
17 18
19
20 21