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
$421M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
843
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$1.92M
3
+$1.91M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$1.49M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$1.2M

Top Sells

1
+$750K
2
+$478K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$408K
5
TSLA icon
Tesla
TSLA
+$178K

Sector Composition

1 Technology 6.75%
2 Financials 4.36%
3 Consumer Discretionary 3.86%
4 Healthcare 2.6%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$4K ﹤0.01%
15
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602
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49
603
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605
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606
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607
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608
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609
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611
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614
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+1
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171
+4
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$4K ﹤0.01%
81
617
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+1
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60
620
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621
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18
-237
622
$4K ﹤0.01%
40
623
$4K ﹤0.01%
114
+3
624
$3K ﹤0.01%
80
625
$3K ﹤0.01%
+200
23 24
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