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
$274M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$7.56M
3
+$3.61M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.83M
5
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$1.57M

Top Sells

1
+$9.24M
2
+$7.15M
3
+$1.85M
4
PKG icon
Packaging Corp of America
PKG
+$1.2M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.16M

Sector Composition

1 Technology 5.09%
2 Financials 4.4%
3 Consumer Discretionary 3.41%
4 Healthcare 3.02%
5 Consumer Staples 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
100
627
$2K ﹤0.01%
+200
628
$1K ﹤0.01%
14
629
$1K ﹤0.01%
13
630
$1K ﹤0.01%
79
631
$1K ﹤0.01%
100
632
$1K ﹤0.01%
9
633
$1K ﹤0.01%
7
634
$1K ﹤0.01%
33
635
$1K ﹤0.01%
4
636
$1K ﹤0.01%
20
637
$1K ﹤0.01%
7
638
$1K ﹤0.01%
88
639
$1K ﹤0.01%
76
640
$1K ﹤0.01%
+2
641
$1K ﹤0.01%
300
-450
642
$1K ﹤0.01%
41
643
$1K ﹤0.01%
111
+3
644
$1K ﹤0.01%
+7,000
645
$1K ﹤0.01%
39
646
$1K ﹤0.01%
+400
647
$1K ﹤0.01%
34
648
$1K ﹤0.01%
124
649
$1K ﹤0.01%
26
-29
650
$1K ﹤0.01%
33
24 25
26
27 28