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
576
$3K ﹤0.01%
203
577
$3K ﹤0.01%
78
578
– –
0
579
$3K ﹤0.01%
121
580
$3K ﹤0.01%
104
-650
581
$3K ﹤0.01%
28
582
$3K ﹤0.01%
911
583
$3K ﹤0.01%
45
584
$3K ﹤0.01%
37
585
$2K ﹤0.01%
21
586
$2K ﹤0.01%
572
587
$2K ﹤0.01%
55
588
$2K ﹤0.01%
33
589
$2K ﹤0.01%
75
590
$2K ﹤0.01%
96
+1
591
$2K ﹤0.01%
102
592
$2K ﹤0.01%
205
+5
593
$2K ﹤0.01%
81
594
$2K ﹤0.01%
106
+1
595
$2K ﹤0.01%
121
596
$2K ﹤0.01%
+60
597
$2K ﹤0.01%
48
598
$2K ﹤0.01%
18
599
$2K ﹤0.01%
93
600
$2K ﹤0.01%
86
22 23
24
25 26