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
$494M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$751K
2
+$617K
3
+$566K
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$547K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$401K

Top Sells

1
+$896K
2
+$593K
3
+$401K
4
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$378K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$338K

Sector Composition

1 Technology 7.79%
2 Financials 3.89%
3 Healthcare 2.23%
4 Consumer Discretionary 2.04%
5 Consumer Staples 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2.5K ﹤0.01%
23
577
$2.44K ﹤0.01%
37
578
$2.39K ﹤0.01%
100
579
$2.35K ﹤0.01%
28
580
$2.33K ﹤0.01%
60
581
$2.32K ﹤0.01%
26
582
$2.3K ﹤0.01%
36
583
$2.3K ﹤0.01%
53
+48
584
$2.25K ﹤0.01%
+65
585
$2.2K ﹤0.01%
49
586
$2.16K ﹤0.01%
87
587
$2.1K ﹤0.01%
7
588
$2K ﹤0.01%
48
589
$1.94K ﹤0.01%
15
590
$1.9K ﹤0.01%
16
591
$1.88K ﹤0.01%
4
592
$1.84K ﹤0.01%
57
593
$1.79K ﹤0.01%
22
594
$1.76K ﹤0.01%
57
595
$1.72K ﹤0.01%
4,000
596
$1.66K ﹤0.01%
13
597
$1.61K ﹤0.01%
164
598
$1.57K ﹤0.01%
191
+3
599
$1.55K ﹤0.01%
200
600
$1.48K ﹤0.01%
22
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25 26