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
526
$4K ﹤0.01%
81
527
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+100
528
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105
+1
529
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106
530
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31
531
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24
532
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148
533
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437
534
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35
535
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54
536
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537
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166
538
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88
539
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135
+1
540
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+50
541
$4K ﹤0.01%
123
542
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33
543
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306
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544
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173
-1,346
545
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34
546
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100
547
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250
548
$4K ﹤0.01%
315
+86
549
$4K ﹤0.01%
79
550
$4K ﹤0.01%
38
20 21
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