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
676
$2K ﹤0.01%
58
677
$2K ﹤0.01%
+400
678
$2K ﹤0.01%
35
679
$2K ﹤0.01%
22
680
$2K ﹤0.01%
22
-175
681
$2K ﹤0.01%
69
682
$2K ﹤0.01%
37
683
$2K ﹤0.01%
45
+1
684
$2K ﹤0.01%
38
685
$2K ﹤0.01%
52
686
$2K ﹤0.01%
5
687
$2K ﹤0.01%
350
688
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20
689
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16
+1
690
$2K ﹤0.01%
7
691
$2K ﹤0.01%
100
692
$1K ﹤0.01%
9
693
$1K ﹤0.01%
6
694
$1K ﹤0.01%
32
695
$1K ﹤0.01%
115
696
$1K ﹤0.01%
200
697
$1K ﹤0.01%
18
698
$1K ﹤0.01%
7
699
$1K ﹤0.01%
5
700
$1K ﹤0.01%
11
26 27
28
29 30