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
$494M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$751K
2
+$617K
3
+$566K
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$547K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$401K

Top Sells

1
+$896K
2
+$593K
3
+$401K
4
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$378K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$338K

Sector Composition

1 Technology 7.79%
2 Financials 3.89%
3 Healthcare 2.23%
4 Consumer Discretionary 2.04%
5 Consumer Staples 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5.6K ﹤0.01%
166
527
$5.24K ﹤0.01%
99
528
$5.17K ﹤0.01%
45
529
$5.1K ﹤0.01%
22
530
$5.06K ﹤0.01%
52
531
$4.87K ﹤0.01%
68
532
$4.84K ﹤0.01%
448
533
$4.82K ﹤0.01%
28
534
$4.78K ﹤0.01%
50
535
$4.7K ﹤0.01%
+132
536
$4.67K ﹤0.01%
627
+169
537
$4.58K ﹤0.01%
79
538
$4.57K ﹤0.01%
437
539
$4.41K ﹤0.01%
35
540
$4.38K ﹤0.01%
38
541
$4.38K ﹤0.01%
+24
542
$4.37K ﹤0.01%
+56
543
$4.33K ﹤0.01%
116
544
$4.26K ﹤0.01%
56
545
$4.11K ﹤0.01%
26
546
$4.1K ﹤0.01%
111
+1
547
$4.03K ﹤0.01%
1,000
548
$4.01K ﹤0.01%
161
+1
549
$3.93K ﹤0.01%
210
550
$3.89K ﹤0.01%
227
20 21
22
23 24