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
$422M
AUM Growth
+$368K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$3.48M
3
+$2.96M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$2.14M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$977K

Top Sells

1
+$796K
2
+$614K
3
+$482K
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$364K
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$304K

Sector Composition

1 Technology 6.66%
2 Financials 4.35%
3 Consumer Discretionary 3.17%
4 Healthcare 2.65%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2K ﹤0.01%
27
-1
652
$2K ﹤0.01%
57
653
$2K ﹤0.01%
18
654
$2K ﹤0.01%
7
655
$2K ﹤0.01%
+1,000
656
$1K ﹤0.01%
13
657
$1K ﹤0.01%
100
658
$1K ﹤0.01%
38
659
$1K ﹤0.01%
4
660
$1K ﹤0.01%
3
661
$1K ﹤0.01%
5
662
$1K ﹤0.01%
20
663
$1K ﹤0.01%
7
664
$1K ﹤0.01%
36
665
$1K ﹤0.01%
4
666
$1K ﹤0.01%
4
667
$1K ﹤0.01%
100
668
$1K ﹤0.01%
42
669
$1K ﹤0.01%
6
670
$1K ﹤0.01%
10
-1
671
$1K ﹤0.01%
39
672
$1K ﹤0.01%
30
-30
673
$1K ﹤0.01%
200
674
– –
0
675
$1K ﹤0.01%
100
25 26
27
28 29