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 +$5.02M
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
701
$1K ﹤0.01%
10
702
$1K ﹤0.01%
9
703
$1K ﹤0.01%
100
704
$1K ﹤0.01%
9
705
$1K ﹤0.01%
6
706
$1K ﹤0.01%
32
707
$1K ﹤0.01%
115
708
$1K ﹤0.01%
200
709
$1K ﹤0.01%
18
710
$1K ﹤0.01%
7
711
$1K ﹤0.01%
5
712
$1K ﹤0.01%
22
+1
713
$1K ﹤0.01%
26
714
$1K ﹤0.01%
1,750
715
$1K ﹤0.01%
2
716
$1K ﹤0.01%
9
717
$1K ﹤0.01%
3
718
$1K ﹤0.01%
24
719
$1K ﹤0.01%
20
720
$1K ﹤0.01%
20
721
$1K ﹤0.01%
4
722
$1K ﹤0.01%
3
723
$1K ﹤0.01%
7
724
$1K ﹤0.01%
36
725
$1K ﹤0.01%
4