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

Top Buys

1 +$5.07M
2 +$1.85M
3 +$1.85M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$1.52M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$1.17M

Top Sells

1 +$720K
2 +$478K
3 +$439K
4
MSFT icon
Microsoft
MSFT
+$394K
5
TSLA icon
Tesla
TSLA
+$170K

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%
79
527
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115
+2
528
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35
529
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73
530
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531
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532
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+2
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$8K ﹤0.01%
467
534
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250
535
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537
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538
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539
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+1,000
540
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525
541
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58
542
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543
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3
545
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80
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28
548
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116
549
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550
$7K ﹤0.01%
310
+2