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
-$65.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M
2 +$1.46M
3 +$1.14M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$1.12M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.03M

Top Sells

1 +$5.48M
2 +$1.18M
3 +$752K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$747K
5
JPM icon
JPMorgan Chase
JPM
+$709K

Sector Composition

1 Technology 7.26%
2 Financials 3.96%
3 Consumer Discretionary 3.23%
4 Healthcare 2.32%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SKT icon
476
Tanger
SKT
$3.87B
$11.8K ﹤0.01%
344
+2
BDJ icon
477
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.68B
$11.7K ﹤0.01%
1,416
ETN icon
478
Eaton
ETN
$134B
$11.6K ﹤0.01%
35
EXC icon
479
Exelon
EXC
$45.1B
$11.5K ﹤0.01%
305
+3
LCTU icon
480
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.44B
$11.4K ﹤0.01%
178
-4,602
CPB icon
481
Campbell Soup
CPB
$7.78B
$11.3K ﹤0.01%
271
RBLX icon
482
Roblox
RBLX
$61.3B
$11.3K ﹤0.01%
196
RELX icon
483
RELX
RELX
$75.6B
$11.3K ﹤0.01%
249
AMP icon
484
Ameriprise Financial
AMP
$47.3B
$11.2K ﹤0.01%
21
STE icon
485
Steris
STE
$26.4B
$11.1K ﹤0.01%
54
CHD icon
486
Church & Dwight Co
CHD
$21.8B
$11.1K ﹤0.01%
106
KHC icon
487
Kraft Heinz
KHC
$27.9B
$11K ﹤0.01%
359
+86
STIP icon
488
iShares 0-5 Year TIPS Bond ETF
STIP
$12.8B
$11K ﹤0.01%
109
-679
FTEC icon
489
Fidelity MSCI Information Technology Index ETF
FTEC
$16.8B
$10.9K ﹤0.01%
+59
EVRG icon
490
Evergy
EVRG
$17.6B
$10.8K ﹤0.01%
176
IAC icon
491
IAC Inc
IAC
$3.06B
$10.8K ﹤0.01%
305
MBB icon
492
iShares MBS ETF
MBB
$39.2B
$10.5K ﹤0.01%
115
+6
USXF icon
493
iShares ESG Advanced MSCI USA ETF
USXF
$1.24B
$10.4K ﹤0.01%
210
-4,588
RHP icon
494
Ryman Hospitality Properties
RHP
$5.97B
$10.4K ﹤0.01%
100
COR icon
495
Cencora
COR
$68.8B
$10.3K ﹤0.01%
46
VOYA icon
496
Voya Financial
VOYA
$7.09B
$10.3K ﹤0.01%
150
DSU icon
497
BlackRock Debt Strategies Fund
DSU
$638M
$10.3K ﹤0.01%
955
MCK icon
498
McKesson
MCK
$104B
$10.3K ﹤0.01%
18
PWB icon
499
Invesco Large Cap Growth ETF
PWB
$1.49B
$10.2K ﹤0.01%
100
RBC icon
500
RBC Bearings
RBC
$15.8B
$10.2K ﹤0.01%
34