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
$335K
AUM Growth
-$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$5.22K
2
+$1.93K
3
+$1.16K
4
NVDA icon
NVIDIA
NVDA
+$1.14K
5
VRSK icon
Verisk Analytics
VRSK
+$1.09K

Top Sells

1
+$1.16B
2
+$19.7M
3
+$10.6M
4
AAPL icon
Apple
AAPL
+$8.11M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$2.88M

Sector Composition

1 Technology 6.15%
2 Financials 4.73%
3 Consumer Discretionary 3.55%
4 Healthcare 2.58%
5 Consumer Staples 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69K 0.5%
4,254
-61
27
$1.68K 0.5%
1,840
-16,340
28
$1.62K 0.48%
6,795
+1,431
29
$1.56K 0.47%
10,100
+1,700
30
$1.55K 0.46%
10,128
-578
31
$1.52K 0.45%
420
-13,053
32
$1.51K 0.45%
3,747
+72
33
$1.49K 0.44%
54,872
+2,096
34
$1.4K 0.42%
6,931
+1,121
35
$1.38K 0.41%
9,829
+3,086
36
$1.36K 0.41%
102,000
+85,520
37
$1.29K 0.39%
13,299
+9,012
38
$1.24K 0.37%
8,442
-52
39
$1.21K 0.36%
2,621
+183
40
$1.19K 0.35%
2,494
+2,439
41
$1.16K 0.35%
20,021
+1,970
42
$1.11K 0.33%
6,262
+6,162
43
$1.08K 0.32%
710
-4,509
44
$1K 0.3%
6,097
+7
45
$959 0.29%
41,948
+2,351
46
$922 0.28%
49
-3,665
47
$906 0.27%
65,767
+393
48
$877 0.26%
25
-43,290
49
$828 0.25%
24,276
-1,994
50
$778 0.23%
7,187
+595
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2
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