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
$335K
AUM Growth
-$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$5.22K
2
+$1.93K
3
+$1.16K
4
NVDA icon
NVIDIA
NVDA
+$1.14K
5
VRSK icon
Verisk Analytics
VRSK
+$1.09K

Top Sells

1
+$1.16B
2
+$19.7M
3
+$10.6M
4
AAPL icon
Apple
AAPL
+$8.11M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$2.88M

Sector Composition

1 Technology 6.15%
2 Financials 4.73%
3 Consumer Discretionary 3.54%
4 Healthcare 2.58%
5 Consumer Staples 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$10 ﹤0.01%
54
502
$10 ﹤0.01%
32
503
$9 ﹤0.01%
194
-368
504
$9 ﹤0.01%
+249
505
$9 ﹤0.01%
4
506
$9 ﹤0.01%
1,162
+892
507
$9 ﹤0.01%
106
508
$9 ﹤0.01%
110
509
$9 ﹤0.01%
232
+1
510
$9 ﹤0.01%
250
511
$9 ﹤0.01%
173
512
$9 ﹤0.01%
138,063
+137,726
513
$9 ﹤0.01%
120
514
$9 ﹤0.01%
+925
515
$8 ﹤0.01%
+40
516
$8 ﹤0.01%
+350
517
$8 ﹤0.01%
20
-330
518
$8 ﹤0.01%
46
519
$8 ﹤0.01%
110
+2
520
$8 ﹤0.01%
75
521
$8 ﹤0.01%
56
522
$8 ﹤0.01%
203
+1
523
$8 ﹤0.01%
243
+3
524
$8 ﹤0.01%
113
-100
525
$8 ﹤0.01%
1
-71
19 20
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