SWM

Sugarloaf Wealth Management Portfolio holdings

AUM $529M
1-Year Est. Return 14.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$7.48M
3
+$7.25M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$5.7M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$4.52M

Top Sells

1
+$4.75M
2
+$4.69M
3
+$3.72M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.82M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.42M

Sector Composition

1 Technology 5.74%
2 Financials 4.79%
3 Consumer Discretionary 3.11%
4 Consumer Staples 2.84%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
572
627
$2K ﹤0.01%
55
628
$1K ﹤0.01%
5,000
629
$1K ﹤0.01%
79
630
$1K ﹤0.01%
10
631
$1K ﹤0.01%
64
-128
632
$1K ﹤0.01%
100
633
$1K ﹤0.01%
7
634
$1K ﹤0.01%
+40
635
$1K ﹤0.01%
7
636
$1K ﹤0.01%
32
637
$1K ﹤0.01%
115
638
$1K ﹤0.01%
33
639
$1K ﹤0.01%
227
640
$1K ﹤0.01%
4
641
$1K ﹤0.01%
20
642
$1K ﹤0.01%
60
643
$1K ﹤0.01%
7
644
$1K ﹤0.01%
76
645
$1K ﹤0.01%
10
-110
646
$1K ﹤0.01%
26
647
$1K ﹤0.01%
300
+180
648
$1K ﹤0.01%
103
-369
649
$1K ﹤0.01%
15
650
$1K ﹤0.01%
124
24 25
26
27 28