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
$261M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$2.67M
3
+$1.09M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$1.04M
5
ROP icon
Roper Technologies
ROP
+$905K

Top Sells

1
+$6.79M
2
+$785K
3
+$470K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$422K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$366K

Sector Composition

1 Technology 5.4%
2 Financials 4.78%
3 Consumer Staples 4.36%
4 Consumer Discretionary 3.71%
5 Healthcare 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3K ﹤0.01%
100
577
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28
578
$3K ﹤0.01%
87
579
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56
580
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14
581
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175
+53
582
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18
583
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2,000
584
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36
585
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78
586
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27
587
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57
588
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73
589
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24
590
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+100
591
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107
+3
592
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25
593
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594
$2K ﹤0.01%
437
-135
595
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596
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100
597
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33
598
$2K ﹤0.01%
33
599
$2K ﹤0.01%
5,000
600
$2K ﹤0.01%
102
22 23
24
25 26