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
451
$12.4K ﹤0.01%
62
452
$12.4K ﹤0.01%
458
-105
453
$12.3K ﹤0.01%
32
454
$12.2K ﹤0.01%
271
455
$11.9K ﹤0.01%
54
456
$11.8K ﹤0.01%
1,052
+28
457
$11.8K ﹤0.01%
96
458
$11.8K ﹤0.01%
103
459
$11.7K ﹤0.01%
305
460
$11.6K ﹤0.01%
1,416
461
$11.5K ﹤0.01%
47
462
$11.4K ﹤0.01%
249
463
$11.3K ﹤0.01%
145
-16
464
$11.1K ﹤0.01%
70
-1
465
$11K ﹤0.01%
118
466
$11K ﹤0.01%
106
467
$11K ﹤0.01%
35
468
$10.8K ﹤0.01%
99
469
$10.8K ﹤0.01%
5,000
470
$10.7K ﹤0.01%
106
471
$10.7K ﹤0.01%
150
472
$10.6K ﹤0.01%
70
473
$10.5K ﹤0.01%
18
474
$10.4K ﹤0.01%
46
475
$10.4K ﹤0.01%
955
17 18
19
20 21