SWM
Sugarloaf Wealth Management Portfolio holdings
AUM
$529M
1-Year Return
14.14%
This Quarter Return
+6.5%
1 Year Return
+14.14%
3 Year Return
+10.3%
5 Year Return
+47.85%
10 Year Return
–
AUM
$529M
AUM Growth
+$35M
(+7.1%)
Cap. Flow
+$5.65M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
58.49%
Holding
716
New
53
Increased
179
Reduced
104
Closed
43
Top Buys
| 1 |
Amazon
AMZN
|
+$3.56M |
| 2 |
Quanta Services
PWR
|
+$3.5M |
| 3 |
Aptus Collared Investment Opportunity ETF
ACIO
|
+$1.59M |
| 4 |
Aptus International Enhanced Yield ETF
IDUB
|
+$914K |
| 5 |
Aptus Defined Risk ETF
DRSK
|
+$871K |
Top Sells
| 1 |
Aptus Enhanced Yield ETF
JUCY
|
+$4.01M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$3.59M |
| 3 |
Adobe
ADBE
|
+$2.9M |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$327K |
| 5 |
iShares Short Maturity Bond ETF
NEAR
|
+$237K |
Sector Composition
| 1 | Technology | 7.11% |
| 2 | Financials | 3.96% |
| 3 | Consumer Discretionary | 2.86% |
| 4 | Healthcare | 2.35% |
| 5 | Industrials | 2.24% |
