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
+$9.53M
2
+$7.48M
3
+$7.25M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$5.7M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$4.52M

Top Sells

1
+$4.75M
2
+$4.69M
3
+$3.72M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.82M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.42M

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%
56
577
$3K ﹤0.01%
32
578
$3K ﹤0.01%
350
579
$3K ﹤0.01%
100
580
$3K ﹤0.01%
36
581
$3K ﹤0.01%
51
582
$3K ﹤0.01%
203
583
$3K ﹤0.01%
121
584
$3K ﹤0.01%
104
-650
585
$2K ﹤0.01%
33
586
$2K ﹤0.01%
75
587
$2K ﹤0.01%
96
+1
588
$2K ﹤0.01%
102
589
$2K ﹤0.01%
205
+5
590
$2K ﹤0.01%
81
591
$2K ﹤0.01%
106
+1
592
$2K ﹤0.01%
121
593
$2K ﹤0.01%
+60
594
$2K ﹤0.01%
48
595
$2K ﹤0.01%
18
596
$2K ﹤0.01%
93
597
$2K ﹤0.01%
86
598
$2K ﹤0.01%
448
599
$2K ﹤0.01%
44
600
$2K ﹤0.01%
58
22 23
24
25 26