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
501
$7.75K ﹤0.01%
88
502
$7.71K ﹤0.01%
281
+3
503
$7.7K ﹤0.01%
179
+2
504
$7.68K ﹤0.01%
58
505
$7.59K ﹤0.01%
148
+2
506
$7.48K ﹤0.01%
54
507
$7.29K ﹤0.01%
196
508
$7.08K ﹤0.01%
168
-8
509
$7.07K ﹤0.01%
92
+1
510
$6.98K ﹤0.01%
37
511
$6.88K ﹤0.01%
211
-2,045
512
$6.47K ﹤0.01%
133
+17
513
$6.46K ﹤0.01%
24
514
$6.43K ﹤0.01%
385
515
$6.39K ﹤0.01%
528
-11
516
$6.38K ﹤0.01%
292
517
$6.17K ﹤0.01%
81
518
$6.14K ﹤0.01%
159
+1
519
$6.11K ﹤0.01%
80
520
$6.05K ﹤0.01%
303
+5
521
$6.03K ﹤0.01%
773
522
$5.7K ﹤0.01%
72
523
$5.68K ﹤0.01%
19
524
$5.67K ﹤0.01%
500
525
$5.64K ﹤0.01%
300
+9
19 20
21
22 23