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
$395M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.56M
3
+$8.79M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$3.81M
5
WMT icon
Walmart
WMT
+$2.06M

Top Sells

1
+$21.4M
2
+$8.47M
3
+$8.23M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$4.84M
5
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$4.56M

Sector Composition

1 Technology 7.27%
2 Financials 3.63%
3 Healthcare 2.51%
4 Consumer Discretionary 2.39%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5.65K ﹤0.01%
22
527
$5.62K ﹤0.01%
622
528
$5.6K ﹤0.01%
385
529
$5.54K ﹤0.01%
71
+1
530
$5.49K ﹤0.01%
350
531
$5.42K ﹤0.01%
1,368
532
$5.4K ﹤0.01%
166
533
$5.38K ﹤0.01%
289
+4
534
$5.27K ﹤0.01%
47
535
$5.11K ﹤0.01%
54
536
$5.1K ﹤0.01%
57
537
$5.1K ﹤0.01%
69
538
$5.05K ﹤0.01%
45
539
$5K ﹤0.01%
80
540
$4.97K ﹤0.01%
458
-1,006
541
$4.8K ﹤0.01%
24
-1
542
$4.68K ﹤0.01%
525
543
$4.67K ﹤0.01%
549
+15
544
$4.62K ﹤0.01%
79
545
$4.59K ﹤0.01%
248
-1
546
$4.51K ﹤0.01%
28
547
$4.41K ﹤0.01%
60
-5
548
$4.35K ﹤0.01%
73
549
$4.32K ﹤0.01%
99
550
$4.23K ﹤0.01%
120
-315
20 21
22
23 24