SWM

Sugarloaf Wealth Management Portfolio holdings

AUM $529M
1-Year Est. Return 14.14%
This Fund
S&P 500
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 Sells

1 +$4.38M
2 +$1.13M
3 +$772K
4
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$761K
5
PGR icon
Progressive
PGR
+$699K

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
$4.24B
$11.8K ﹤0.01%
344
+2
BDJ icon
477
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.71B
$11.7K ﹤0.01%
1,416
ETN icon
478
Eaton
ETN
$147B
$11.6K ﹤0.01%
35
EXC icon
479
Exelon
EXC
$50.3B
$11.5K ﹤0.01%
305
+3
LCTU icon
480
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.45B
$11.4K ﹤0.01%
178
-4,602
CPB icon
481
Campbell Soup
CPB
$7.85B
$11.3K ﹤0.01%
271
RBLX icon
482
Roblox
RBLX
$47.8B
$11.3K ﹤0.01%
196
RELX icon
483
RELX
RELX
$62.4B
$11.3K ﹤0.01%
249
AMP icon
484
Ameriprise Financial
AMP
$42.9B
$11.2K ﹤0.01%
21
STE icon
485
Steris
STE
$24.7B
$11.1K ﹤0.01%
54
CHD icon
486
Church & Dwight Co
CHD
$24.8B
$11.1K ﹤0.01%
106
KHC icon
487
Kraft Heinz
KHC
$29B
$11K ﹤0.01%
359
+86
STIP icon
488
iShares 0-5 Year TIPS Bond ETF
STIP
$14.1B
$11K ﹤0.01%
109
-679
FTEC icon
489
Fidelity MSCI Information Technology Index ETF
FTEC
$15.8B
$10.9K ﹤0.01%
+59
EVRG icon
490
Evergy
EVRG
$19.3B
$10.8K ﹤0.01%
176
IAC icon
491
IAC Inc
IAC
$2.89B
$10.8K ﹤0.01%
305
MBB icon
492
iShares MBS ETF
MBB
$39.5B
$10.5K ﹤0.01%
115
+6
USXF icon
493
iShares ESG Advanced MSCI USA ETF
USXF
$1.23B
$10.4K ﹤0.01%
210
-4,588
RHP icon
494
Ryman Hospitality Properties
RHP
$6.28B
$10.4K ﹤0.01%
100
COR icon
495
Cencora
COR
$72.4B
$10.3K ﹤0.01%
46
VOYA icon
496
Voya Financial
VOYA
$6.4B
$10.3K ﹤0.01%
150
DSU icon
497
BlackRock Debt Strategies Fund
DSU
$622M
$10.3K ﹤0.01%
955
MCK icon
498
McKesson
MCK
$121B
$10.3K ﹤0.01%
18
PWB icon
499
Invesco Large Cap Growth ETF
PWB
$1.57B
$10.2K ﹤0.01%
100
RBC icon
500
RBC Bearings
RBC
$18.2B
$10.2K ﹤0.01%
34