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
$395M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.56M
3
+$8.79M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$3.81M
5
WMT icon
Walmart
WMT
+$2.06M

Top Sells

1
+$21.4M
2
+$8.47M
3
+$8.23M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$4.84M
5
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$4.56M

Sector Composition

1 Technology 7.27%
2 Financials 3.63%
3 Healthcare 2.51%
4 Consumer Discretionary 2.39%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2.93K ﹤0.01%
81
577
$2.91K ﹤0.01%
66
578
$2.89K ﹤0.01%
90
579
$2.88K ﹤0.01%
210
580
$2.81K ﹤0.01%
14
-2
581
$2.81K ﹤0.01%
159
+1
582
$2.79K ﹤0.01%
158
+1
583
$2.78K ﹤0.01%
33
584
$2.75K ﹤0.01%
168
585
$2.72K ﹤0.01%
57
-4,655
586
$2.67K ﹤0.01%
32
587
$2.64K ﹤0.01%
36
588
$2.55K ﹤0.01%
13
-843
589
$2.47K ﹤0.01%
98
-628
590
$2.46K ﹤0.01%
9
591
$2.38K ﹤0.01%
334
592
$2.37K ﹤0.01%
96
593
$2.35K ﹤0.01%
37
594
$2.28K ﹤0.01%
1,608
-24,035
595
$2.26K ﹤0.01%
44
596
$2.24K ﹤0.01%
48
597
$2.23K ﹤0.01%
202
598
$2.15K ﹤0.01%
87
599
$2.1K ﹤0.01%
28
600
$2.07K ﹤0.01%
34
22 23
24
25 26