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
501
$5K ﹤0.01%
2,519
502
$5K ﹤0.01%
270
503
$5K ﹤0.01%
76
504
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52
-127
505
$5K ﹤0.01%
643
506
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25
507
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300
508
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107
509
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150
510
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96
511
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134
512
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249
513
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100
514
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213
+2
515
$5K ﹤0.01%
336
+2
516
$5K ﹤0.01%
300
517
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153
518
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325
519
$5K ﹤0.01%
654
520
$5K ﹤0.01%
65
521
$5K ﹤0.01%
+200
522
$5K ﹤0.01%
+1,250
523
$4K ﹤0.01%
632
524
$4K ﹤0.01%
215
+128
525
$4K ﹤0.01%
218
19 20
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