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
$395M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.56M
3
+$8.79M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$3.81M
5
WMT icon
Walmart
WMT
+$2.06M

Top Sells

1
+$21.4M
2
+$8.47M
3
+$8.23M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$4.84M
5
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$4.56M

Sector Composition

1 Technology 7.27%
2 Financials 3.63%
3 Healthcare 2.51%
4 Consumer Discretionary 2.39%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8.99K ﹤0.01%
103
477
$8.93K ﹤0.01%
265
+1
478
$8.92K ﹤0.01%
176
479
$8.6K ﹤0.01%
32
480
$8.5K ﹤0.01%
50
481
$8.4K ﹤0.01%
124
482
$8.39K ﹤0.01%
249
483
$8.36K ﹤0.01%
19
484
$8.33K ﹤0.01%
100
485
$8.28K ﹤0.01%
46
486
$8.25K ﹤0.01%
105
487
$8.16K ﹤0.01%
1,082
488
$7.96K ﹤0.01%
271
+3
489
$7.96K ﹤0.01%
34
490
$7.83K ﹤0.01%
18
491
$7.79K ﹤0.01%
123
492
$7.77K ﹤0.01%
235
493
$7.54K ﹤0.01%
71
494
$7.49K ﹤0.01%
99
495
$7.46K ﹤0.01%
35
496
$7.42K ﹤0.01%
328
+3
497
$7.41K ﹤0.01%
194
498
$7.37K ﹤0.01%
116
-648
499
$7.3K ﹤0.01%
174
-204
500
$7.25K ﹤0.01%
59
18 19
20
21 22