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
551
$4.2K ﹤0.01%
170
552
$4.07K ﹤0.01%
26
553
$4.06K ﹤0.01%
68
554
$3.98K ﹤0.01%
38
555
$3.94K ﹤0.01%
227
556
$3.93K ﹤0.01%
780
557
$3.81K ﹤0.01%
56
558
$3.8K ﹤0.01%
448
559
$3.78K ﹤0.01%
1,219
560
$3.76K ﹤0.01%
58
561
$3.68K ﹤0.01%
108
562
$3.64K ﹤0.01%
+456
563
$3.41K ﹤0.01%
49
564
$3.36K ﹤0.01%
107
+2
565
$3.31K ﹤0.01%
116
566
$3.29K ﹤0.01%
50
+1
567
$3.22K ﹤0.01%
25
568
$3.2K ﹤0.01%
30
569
$3.18K ﹤0.01%
57
570
$3.07K ﹤0.01%
200
571
$3.05K ﹤0.01%
40
572
$3.01K ﹤0.01%
33
573
$2.99K ﹤0.01%
227
574
$2.98K ﹤0.01%
25
575
$2.93K ﹤0.01%
88
21 22
23
24 25