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
626
$999 ﹤0.01%
6
627
$973 ﹤0.01%
36
628
$968 ﹤0.01%
22
629
$961 ﹤0.01%
13
630
$961 ﹤0.01%
8
631
$960 ﹤0.01%
88
632
$926 ﹤0.01%
7
633
$924 ﹤0.01%
35
634
$879 ﹤0.01%
814
+314
635
$808 ﹤0.01%
26
636
$781 ﹤0.01%
20
637
$763 ﹤0.01%
7
638
$763 ﹤0.01%
46
639
$638 ﹤0.01%
4
640
$569 ﹤0.01%
1,750
641
$562 ﹤0.01%
13
642
$527 ﹤0.01%
32
643
$505 ﹤0.01%
30
644
$497 ﹤0.01%
8
645
$490 ﹤0.01%
15
646
$489 ﹤0.01%
100
647
$482 ﹤0.01%
7
648
$453 ﹤0.01%
750
649
$415 ﹤0.01%
20
+1
650
$404 ﹤0.01%
20
+1
24 25
26
27 28