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
$223M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$7.34M
3
+$6.73M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$5.55M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$4.21M

Top Sells

1
+$4.1M
2
+$3.85M
3
+$3.7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.52M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.38M

Sector Composition

1 Technology 5.74%
2 Financials 4.79%
3 Consumer Discretionary 3.11%
4 Consumer Staples 2.84%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7K ﹤0.01%
+200
477
$7K ﹤0.01%
2,000
478
$7K ﹤0.01%
100
479
$7K ﹤0.01%
100
480
$7K ﹤0.01%
106
+2
481
$7K ﹤0.01%
48
+19
482
$7K ﹤0.01%
146
-65
483
$7K ﹤0.01%
350
484
$7K ﹤0.01%
54
485
$6K ﹤0.01%
56
486
$6K ﹤0.01%
124
487
$6K ﹤0.01%
245
+1
488
$6K ﹤0.01%
354
489
$6K ﹤0.01%
218
490
$6K ﹤0.01%
1,678
491
$6K ﹤0.01%
66
-99
492
$6K ﹤0.01%
467
493
$6K ﹤0.01%
250
-522
494
$6K ﹤0.01%
416
495
$6K ﹤0.01%
32
496
$6K ﹤0.01%
150
497
$6K ﹤0.01%
103
498
$6K ﹤0.01%
312
499
$6K ﹤0.01%
40
500
$6K ﹤0.01%
+1,000
18 19
20
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