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

Top Buys

1
+$5.07M
2
+$1.85M
3
+$1.85M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$1.52M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$1.17M

Top Sells

1
+$720K
2
+$478K
3
+$439K
4
MSFT icon
Microsoft
MSFT
+$394K
5
TSLA icon
Tesla
TSLA
+$170K

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
626
$3K ﹤0.01%
227
627
$3K ﹤0.01%
4
628
$3K ﹤0.01%
44
629
$3K ﹤0.01%
80
630
$3K ﹤0.01%
+200
631
$3K ﹤0.01%
100
632
$3K ﹤0.01%
102
+2
633
$3K ﹤0.01%
90
634
$3K ﹤0.01%
296
+6
635
$3K ﹤0.01%
174
636
$3K ﹤0.01%
61
637
$3K ﹤0.01%
33
638
$3K ﹤0.01%
26
639
$3K ﹤0.01%
280
640
$3K ﹤0.01%
+100
641
$3K ﹤0.01%
28
642
$3K ﹤0.01%
33
643
$3K ﹤0.01%
100
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150
645
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87
646
$3K ﹤0.01%
+250
647
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49
648
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18
649
$3K ﹤0.01%
+40
650
$3K ﹤0.01%
28
24 25
26
27 28