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
$223M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$7.34M
3
+$6.73M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$5.55M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$4.21M

Top Sells

1
+$4.1M
2
+$3.85M
3
+$3.7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.52M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.38M

Sector Composition

1 Technology 5.74%
2 Financials 4.79%
3 Consumer Discretionary 3.11%
4 Consumer Staples 2.84%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4K ﹤0.01%
120
552
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46
553
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554
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100
555
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556
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54
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$3K ﹤0.01%
30
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55
559
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33
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+150
561
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68
562
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73
563
$3K ﹤0.01%
100
564
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84
565
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25
566
$3K ﹤0.01%
+150
567
$3K ﹤0.01%
35
568
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80
569
$3K ﹤0.01%
87
570
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56
571
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32
572
$3K ﹤0.01%
350
573
$3K ﹤0.01%
100
574
$3K ﹤0.01%
36
575
$3K ﹤0.01%
51
21 22
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24 25