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
$367M
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$72M
2
+$32.8M
3
+$20.4M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$20.2M
5
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$15.4M

Top Sells

1
+$86.3M
2
+$21.7M
3
+$18M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$11.7M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$8.99M

Sector Composition

1 Technology 6.42%
2 Financials 4.58%
3 Consumer Discretionary 3.48%
4 Healthcare 2.48%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$8K ﹤0.01%
33
527
$8K ﹤0.01%
+120
528
$8K ﹤0.01%
68
+1
529
$8K ﹤0.01%
258
530
$8K ﹤0.01%
+17
531
$8K ﹤0.01%
100
532
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+101
533
$8K ﹤0.01%
+8
534
$8K ﹤0.01%
+29
535
$8K ﹤0.01%
+19
536
$8K ﹤0.01%
38
537
$8K ﹤0.01%
+45
538
$8K ﹤0.01%
+145
539
$8K ﹤0.01%
46
540
$8K ﹤0.01%
112
+2
541
$8K ﹤0.01%
350
542
$8K ﹤0.01%
+42
543
$8K ﹤0.01%
42
-23
544
$7K ﹤0.01%
437
545
$7K ﹤0.01%
+5
546
$7K ﹤0.01%
3
-1
547
$7K ﹤0.01%
35
548
$7K ﹤0.01%
123
549
$7K ﹤0.01%
467
550
$7K ﹤0.01%
211
+2
20 21
22
23 24