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
501
$10K ﹤0.01%
+200
502
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+100
503
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300
504
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505
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229
+79
506
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507
– –
0
508
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278
-106
509
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510
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+1,000
511
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46
512
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150
513
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990
+243
514
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110
515
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2,000
516
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134
-57
517
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34
+4
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520
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84
521
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33
522
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+100
523
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201
524
$9K ﹤0.01%
152
525
$9K ﹤0.01%
100
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