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
$494M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$751K
2
+$617K
3
+$566K
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$547K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$401K

Top Sells

1
+$896K
2
+$593K
3
+$401K
4
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$378K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$338K

Sector Composition

1 Technology 7.79%
2 Financials 3.89%
3 Healthcare 2.23%
4 Consumer Discretionary 2.04%
5 Consumer Staples 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10.1K ﹤0.01%
144
477
$9.99K ﹤0.01%
100
478
$9.97K ﹤0.01%
134
479
$9.93K ﹤0.01%
4,155
480
$9.89K ﹤0.01%
235
+6
481
$9.77K ﹤0.01%
1,347
+9
482
$9.72K ﹤0.01%
42
483
$9.55K ﹤0.01%
73
484
$9.51K ﹤0.01%
32
485
$9.34K ﹤0.01%
156
486
$9.32K ﹤0.01%
176
487
$9.3K ﹤0.01%
329
+2
488
$9.17K ﹤0.01%
338
+3
489
$9.17K ﹤0.01%
34
490
$8.97K ﹤0.01%
21
491
$8.91K ﹤0.01%
239
+1
492
$8.74K ﹤0.01%
271
+4
493
$8.72K ﹤0.01%
525
494
$8.56K ﹤0.01%
638
+33
495
$8.43K ﹤0.01%
124
496
$8.18K ﹤0.01%
153
-2,135
497
$8.15K ﹤0.01%
121
+2
498
$8.08K ﹤0.01%
83
499
$7.95K ﹤0.01%
69
500
$7.88K ﹤0.01%
56
18 19
20
21 22