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
$367M
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$72M
2
+$32.8M
3
+$20.4M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$20.2M
5
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$15.4M

Top Sells

1
+$86.3M
2
+$21.7M
3
+$18M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$11.7M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$8.99M

Sector Composition

1 Technology 6.42%
2 Financials 4.58%
3 Consumer Discretionary 3.48%
4 Healthcare 2.48%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$7K ﹤0.01%
59
+49
552
$7K ﹤0.01%
+15
553
$7K ﹤0.01%
292
+29
554
$7K ﹤0.01%
308
+183
555
$7K ﹤0.01%
104
-6,783
556
$7K ﹤0.01%
123
557
$7K ﹤0.01%
467
558
$7K ﹤0.01%
211
+2
559
$7K ﹤0.01%
418
+9
560
$7K ﹤0.01%
100
561
$7K ﹤0.01%
125
-48
562
$7K ﹤0.01%
+150
563
$7K ﹤0.01%
34
564
$7K ﹤0.01%
249
565
$7K ﹤0.01%
350
566
$7K ﹤0.01%
260
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567
$7K ﹤0.01%
79
568
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32
569
$7K ﹤0.01%
350
+330
570
$7K ﹤0.01%
58
571
$6K ﹤0.01%
218
+4
572
$6K ﹤0.01%
11
+10
573
$6K ﹤0.01%
81
574
$6K ﹤0.01%
100
575
$6K ﹤0.01%
79
+1
21 22
23
24 25