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
501
$7.25K ﹤0.01%
1,291
+25
502
$7.25K ﹤0.01%
58
503
$7.02K ﹤0.01%
186
504
$7.02K ﹤0.01%
117
505
$7K ﹤0.01%
163
506
$7K ﹤0.01%
56
507
$6.98K ﹤0.01%
143
-65
508
$6.92K ﹤0.01%
21
509
$6.82K ﹤0.01%
172
510
$6.73K ﹤0.01%
37
511
$6.71K ﹤0.01%
91
512
$6.65K ﹤0.01%
156
513
$6.59K ﹤0.01%
72
514
$6.57K ﹤0.01%
282
515
$6.41K ﹤0.01%
500
516
$6.27K ﹤0.01%
42
517
$6.19K ﹤0.01%
166
+64
518
$6.17K ﹤0.01%
292
519
$5.97K ﹤0.01%
773
520
$5.83K ﹤0.01%
82
521
$5.72K ﹤0.01%
3,325
-2,648
522
$5.71K ﹤0.01%
150
523
$5.7K ﹤0.01%
81
524
$5.68K ﹤0.01%
196
525
$5.67K ﹤0.01%
437
19 20
21
22 23