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
601
$2.04K ﹤0.01%
4
-2
602
$2.01K ﹤0.01%
26
603
$1.85K ﹤0.01%
7
604
$1.83K ﹤0.01%
60
605
$1.8K ﹤0.01%
49
606
$1.79K ﹤0.01%
47
607
$1.78K ﹤0.01%
121
608
$1.68K ﹤0.01%
60
609
$1.68K ﹤0.01%
15
610
$1.67K ﹤0.01%
16
611
$1.64K ﹤0.01%
22
612
$1.59K ﹤0.01%
26
-104
613
$1.56K ﹤0.01%
187
614
$1.53K ﹤0.01%
10
615
$1.51K ﹤0.01%
69
616
$1.43K ﹤0.01%
37
-14
617
$1.39K ﹤0.01%
4
618
$1.29K ﹤0.01%
62
619
$1.27K ﹤0.01%
10
620
$1.19K ﹤0.01%
250
621
$1.11K ﹤0.01%
115
622
$1.09K ﹤0.01%
54
623
$1.06K ﹤0.01%
100
624
$1.06K ﹤0.01%
61
625
$1.01K ﹤0.01%
194
-72
23 24
25
26 27