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

Top Buys

1
+$5.02M
2
+$1.92M
3
+$1.91M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$1.49M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$1.2M

Top Sells

1
+$750K
2
+$478K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$408K
5
TSLA icon
Tesla
TSLA
+$178K

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
651
$3K ﹤0.01%
36
+2
652
$3K ﹤0.01%
208
+108
653
$3K ﹤0.01%
57
654
$3K ﹤0.01%
73
655
$2K ﹤0.01%
500
656
$2K ﹤0.01%
200
657
$2K ﹤0.01%
15
658
$2K ﹤0.01%
27
659
$2K ﹤0.01%
54
660
$2K ﹤0.01%
100
661
$2K ﹤0.01%
60
662
$2K ﹤0.01%
10
-100
663
$2K ﹤0.01%
62
664
$2K ﹤0.01%
104
+1
665
$2K ﹤0.01%
7
666
$2K ﹤0.01%
121
667
$2K ﹤0.01%
100
668
$2K ﹤0.01%
88
669
$2K ﹤0.01%
4
670
$2K ﹤0.01%
+100
671
$2K ﹤0.01%
448
672
$2K ﹤0.01%
92
673
$2K ﹤0.01%
51
-7
674
$2K ﹤0.01%
100
675
$2K ﹤0.01%
153
+103
25 26
27
28 29