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
551
$3.63K ﹤0.01%
49
552
$3.58K ﹤0.01%
227
+25
553
$3.56K ﹤0.01%
25
554
$3.55K ﹤0.01%
66
555
$3.54K ﹤0.01%
105
556
$3.52K ﹤0.01%
36
557
$3.48K ﹤0.01%
51
558
$3.35K ﹤0.01%
33
559
$3.12K ﹤0.01%
272
560
$3.06K ﹤0.01%
75
561
$3.05K ﹤0.01%
437
562
$3.02K ﹤0.01%
57
563
$2.98K ﹤0.01%
44
564
$2.97K ﹤0.01%
25
565
$2.9K ﹤0.01%
37
566
$2.88K ﹤0.01%
90
567
$2.85K ﹤0.01%
14
568
$2.81K ﹤0.01%
40
569
$2.77K ﹤0.01%
96
570
$2.7K ﹤0.01%
20
571
$2.7K ﹤0.01%
30
572
$2.63K ﹤0.01%
4
573
$2.61K ﹤0.01%
81
574
$2.56K ﹤0.01%
32
575
$2.55K ﹤0.01%
34
21 22
23
24 25