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

Top Buys

1
+$5.07M
2
+$1.85M
3
+$1.85M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$1.52M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$1.17M

Top Sells

1
+$720K
2
+$478K
3
+$439K
4
MSFT icon
Microsoft
MSFT
+$394K
5
TSLA icon
Tesla
TSLA
+$170K

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%
51
-7
677
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100
678
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153
+103
679
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58
680
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35
681
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22
682
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22
-175
683
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69
684
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37
685
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45
+1
686
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38
687
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688
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5
689
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35
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20
691
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16
+1
692
$1K ﹤0.01%
3
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697
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4
698
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4
699
$1K ﹤0.01%
8
700
$1K ﹤0.01%
42
26 27
28
29 30