SWM
Sugarloaf Wealth Management Portfolio holdings
AUM
$529M
1-Year Return
14.14%
This Quarter Return
+6.28%
1 Year Return
+14.14%
3 Year Return
+10.3%
5 Year Return
+47.85%
10 Year Return
–
AUM
$483M
AUM Growth
+$68.1M
(+16%)
Cap. Flow
+$44.6M
Cap. Flow
% of AUM
9.24%
Top 10 Holdings %
Top 10 Hldgs %
58.99%
Holding
722
New
39
Increased
165
Reduced
100
Closed
47
Top Buys
| 1 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$9.41M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$6.62M |
| 3 |
Aptus Defined Risk ETF
DRSK
|
+$5.65M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$5.59M |
| 5 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$3.73M |
Top Sells
| 1 |
Horizon Kinetics Inflation Beneficiaries ETF
INFL
|
+$3.58M |
| 2 |
Coca-Cola
KO
|
+$1.25M |
| 3 |
Broadcom
AVGO
|
+$696K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$589K |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$531K |
Sector Composition
| 1 | Technology | 7.17% |
| 2 | Financials | 3.94% |
| 3 | Healthcare | 2.4% |
| 4 | Consumer Discretionary | 2.16% |
| 5 | Consumer Staples | 1.87% |
