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
$421M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
843
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$1.85M
3
+$1.85M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$1.52M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$1.17M

Top Sells

1
+$720K
2
+$478K
3
+$439K
4
MSFT icon
Microsoft
MSFT
+$394K
5
TSLA icon
Tesla
TSLA
+$170K

Sector Composition

1 Technology 6.75%
2 Financials 4.36%
3 Consumer Discretionary 3.86%
4 Healthcare 2.6%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$13K ﹤0.01%
400
477
$13K ﹤0.01%
643
478
$13K ﹤0.01%
134
479
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54
480
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32
481
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84
482
$12K ﹤0.01%
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483
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19
484
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271
-228
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$12K ﹤0.01%
25
486
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176
487
$12K ﹤0.01%
200
-183
488
$12K ﹤0.01%
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489
$12K ﹤0.01%
312
490
$11K ﹤0.01%
600
491
$11K ﹤0.01%
189
492
$11K ﹤0.01%
106
493
$11K ﹤0.01%
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955
495
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$11K ﹤0.01%
77
497
$11K ﹤0.01%
120
498
$11K ﹤0.01%
151
+1
499
$11K ﹤0.01%
82
500
$11K ﹤0.01%
291
18 19
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