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
+$9.52M
2
+$7.34M
3
+$6.73M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$5.55M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$4.21M

Top Sells

1
+$4.1M
2
+$3.85M
3
+$3.7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.52M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.38M

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
651
$1K ﹤0.01%
227
652
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4
653
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20
654
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60
655
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7
656
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76
657
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10
-110
658
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26
659
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106
660
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52
-255
661
$1K ﹤0.01%
22
662
$1K ﹤0.01%
49
663
$1K ﹤0.01%
69
664
$1K ﹤0.01%
69
665
$1K ﹤0.01%
4
666
$1K ﹤0.01%
14
667
$1K ﹤0.01%
100
668
$1K ﹤0.01%
31
669
$1K ﹤0.01%
100
-10
670
$1K ﹤0.01%
41
671
$1K ﹤0.01%
105
+3
672
$1K ﹤0.01%
39
673
$1K ﹤0.01%
38
674
$1K ﹤0.01%
300
+180
675
$0 ﹤0.01%
33
25 26
27
28 29