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
$335K
AUM Growth
-$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$5.22K
2
+$1.93K
3
+$1.16K
4
NVDA icon
NVIDIA
NVDA
+$1.14K
5
VRSK icon
Verisk Analytics
VRSK
+$1.09K

Top Sells

1
+$1.16B
2
+$19.7M
3
+$10.6M
4
AAPL icon
Apple
AAPL
+$8.11M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$2.88M

Sector Composition

1 Technology 6.15%
2 Financials 4.73%
3 Consumer Discretionary 3.54%
4 Healthcare 2.58%
5 Consumer Staples 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$8 ﹤0.01%
109
527
$8 ﹤0.01%
1
-83
528
$8 ﹤0.01%
67
+1
529
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200
530
$8 ﹤0.01%
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531
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209
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532
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535
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$7 ﹤0.01%
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537
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541
$7 ﹤0.01%
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542
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+500
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$7 ﹤0.01%
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+1
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6,887
+6,500
545
$7 ﹤0.01%
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546
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$7 ﹤0.01%
467
548
$7 ﹤0.01%
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+10
549
$7 ﹤0.01%
+100
550
$7 ﹤0.01%
258
20 21
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