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
+$7.7M
2
+$2.72M
3
+$1.1M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$1.08M
5
ROP icon
Roper Technologies
ROP
+$981K

Top Sells

1
+$6.79M
2
+$787K
3
+$524K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$504K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$448K

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%
+102
577
$3K ﹤0.01%
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578
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100
579
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28
580
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581
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582
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14
583
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175
+53
584
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18
585
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2,000
586
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36
587
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78
588
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27
589
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57
590
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73
591
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24
592
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+100
593
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107
+3
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$2K ﹤0.01%
+2
595
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40
597
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71
598
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141
599
$2K ﹤0.01%
49
600
$2K ﹤0.01%
227
22 23
24
25 26