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
451
$11.1K ﹤0.01%
271
452
$11K ﹤0.01%
148
453
$11K ﹤0.01%
528
454
$10.9K ﹤0.01%
125
+46
455
$10.8K ﹤0.01%
4,155
+913
456
$10.8K ﹤0.01%
1,416
457
$10.7K ﹤0.01%
1,000
458
$10.6K ﹤0.01%
155
459
$10.5K ﹤0.01%
100
460
$10.4K ﹤0.01%
46
461
$10.3K ﹤0.01%
142
462
$10.2K ﹤0.01%
69
463
$10.1K ﹤0.01%
172
+1
464
$10.1K ﹤0.01%
2,000
465
$10.1K ﹤0.01%
153
466
$10K ﹤0.01%
70
-30
467
$9.97K ﹤0.01%
150
468
$9.95K ﹤0.01%
503
469
$9.81K ﹤0.01%
955
470
$9.81K ﹤0.01%
118
471
$9.71K ﹤0.01%
106
472
$9.71K ﹤0.01%
643
473
$9.45K ﹤0.01%
372
474
$9.24K ﹤0.01%
274
-3,896
475
$9.09K ﹤0.01%
121
17 18
19
20 21