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
$274M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$7.56M
3
+$3.61M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.83M
5
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$1.57M

Top Sells

1
+$9.24M
2
+$7.15M
3
+$1.85M
4
PKG icon
Packaging Corp of America
PKG
+$1.2M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.16M

Sector Composition

1 Technology 5.09%
2 Financials 4.4%
3 Consumer Discretionary 3.41%
4 Healthcare 3.02%
5 Consumer Staples 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5K ﹤0.01%
32
527
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528
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529
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530
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531
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82
-52
532
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58
533
$4K ﹤0.01%
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534
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535
$4K ﹤0.01%
437
536
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73
537
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538
$4K ﹤0.01%
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539
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+4
540
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+28
541
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123
542
$4K ﹤0.01%
100
543
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544
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545
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546
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54
547
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+200
548
$4K ﹤0.01%
182
+5
549
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150
550
$4K ﹤0.01%
+56
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