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
$367M
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$72M
2
+$32.8M
3
+$20.4M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$20.2M
5
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$15.4M

Top Sells

1
+$86.3M
2
+$21.7M
3
+$18M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$11.7M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$8.99M

Sector Composition

1 Technology 6.42%
2 Financials 4.58%
3 Consumer Discretionary 3.48%
4 Healthcare 2.48%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2K ﹤0.01%
7
677
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58
678
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26
679
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24
680
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22
681
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44
+1
682
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20
683
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52
-150
684
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20
685
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15
-1,370
686
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7
687
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8
688
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41
689
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200
690
$1K ﹤0.01%
4
691
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3
692
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5
693
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2
694
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695
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9
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697
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38
698
$1K ﹤0.01%
3
699
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65
700
$1K ﹤0.01%
8
26 27
28
29 30