SWM
Sugarloaf Wealth Management Portfolio holdings
AUM
$529M
1-Year Return
14.14%
This Quarter Return
-4.42%
1 Year Return
+14.14%
3 Year Return
+10.3%
5 Year Return
+47.85%
10 Year Return
–
AUM
$390M
AUM Growth
-$7.25M
(-1.8%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
2.67%
Top 10 Holdings %
Top 10 Hldgs %
61.36%
Holding
900
New
56
Increased
266
Reduced
96
Closed
51
Top Buys
| 1 |
Home Depot
HD
|
$1.61M |
| 2 |
Aptus Defined Risk ETF
DRSK
|
$1.34M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.08M |
| 4 |
Innovator US Equity Power Buffer ETF September
PSEP
|
$638K |
| 5 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$593K |
Top Sells
Sector Composition
| 1 | Technology | 5.88% |
| 2 | Financials | 4.01% |
| 3 | Consumer Discretionary | 3.7% |
| 4 | Healthcare | 2.87% |
| 5 | Consumer Staples | 2.37% |
