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
$529M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1 +$3.56M
2 +$3.5M
3 +$1.59M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$914K
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$871K

Sector Composition

1 Technology 7.11%
2 Financials 3.96%
3 Consumer Discretionary 2.86%
4 Healthcare 2.35%
5 Industrials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ECL icon
451
Ecolab
ECL
$73.4B
$15.6K ﹤0.01%
61
VBR icon
452
Vanguard Small-Cap Value ETF
VBR
$32.3B
$15.5K ﹤0.01%
+77
EIX icon
453
Edison International
EIX
$22.4B
$15.3K ﹤0.01%
+176
DOW icon
454
Dow Inc
DOW
$16.2B
$14.9K ﹤0.01%
272
+1
KD icon
455
Kyndryl
KD
$6.05B
$14.6K ﹤0.01%
634
MJ icon
456
Amplify Alternative Harvest ETF
MJ
$209M
$14.5K ﹤0.01%
+366
FCX icon
457
Freeport-McMoran
FCX
$67.8B
$14.4K ﹤0.01%
289
+156
GEHC icon
458
GE HealthCare
GEHC
$37.5B
$14.4K ﹤0.01%
153
+8
STR
459
DELISTED
Sitio Royalties
STR
$14.3K ﹤0.01%
686
+2
TECL icon
460
Direxion Daily Technology Bull 3x Shares
TECL
$3.78B
$14.3K ﹤0.01%
163
CMS icon
461
CMS Energy
CMS
$21.4B
$14.3K ﹤0.01%
+202
SUB icon
462
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
$13.7K ﹤0.01%
129
-6
PDM
463
Piedmont Realty Trust
PDM
$1.09B
$13.7K ﹤0.01%
1,353
+6
IAC icon
464
IAC Inc
IAC
$2.98B
$13.5K ﹤0.01%
305
ITB icon
465
iShares US Home Construction ETF
ITB
$2.64B
$13.4K ﹤0.01%
106
MIDD icon
466
Middleby
MIDD
$7.34B
$13.4K ﹤0.01%
96
IIPR icon
467
Innovative Industrial Properties
IIPR
$1.64B
$13.3K ﹤0.01%
99
CPB icon
468
Campbell Soup
CPB
$8.57B
$13.3K ﹤0.01%
271
STE icon
469
Steris
STE
$24.8B
$13.1K ﹤0.01%
54
FLO icon
470
Flowers Foods
FLO
$2.33B
$13.1K ﹤0.01%
+567
NATL icon
471
NCR Atleos
NATL
$2.84B
$13.1K ﹤0.01%
458
DTE icon
472
DTE Energy
DTE
$26.8B
$12.8K ﹤0.01%
+100
WAB icon
473
Wabtec
WAB
$36.4B
$12.7K ﹤0.01%
70
SCHD icon
474
Schwab US Dividend Equity ETF
SCHD
$71B
$12.7K ﹤0.01%
+450
RCI icon
475
Rogers Communications
RCI
$19.9B
$12.5K ﹤0.01%
+312