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
$421M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
843
New
Increased
Reduced
Closed

Top Buys

1 +$5.02M
2 +$1.92M
3 +$1.91M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$1.49M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$1.2M

Top Sells

1 +$750K
2 +$478K
3 +$447K
4
MSFT icon
Microsoft
MSFT
+$408K
5
TSLA icon
Tesla
TSLA
+$178K

Sector Composition

1 Technology 6.75%
2 Financials 4.36%
3 Consumer Discretionary 3.86%
4 Healthcare 2.6%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$9K ﹤0.01%
2,000
527
$9K ﹤0.01%
134
-57
528
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35
529
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73
530
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59
531
$8K ﹤0.01%
72
532
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113
+2
533
$8K ﹤0.01%
467
534
$8K ﹤0.01%
250
535
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+3
536
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249
537
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538
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773
539
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+1,000
540
$8K ﹤0.01%
350
541
$8K ﹤0.01%
58
542
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56
543
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544
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3
545
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80
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546
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208
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547
$7K ﹤0.01%
28
548
$7K ﹤0.01%
116
549
$7K ﹤0.01%
292
550
$7K ﹤0.01%
310
+2