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
$223M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$7.34M
3
+$6.73M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$5.55M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$4.21M

Top Sells

1
+$4.1M
2
+$3.85M
3
+$3.7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.52M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.38M

Sector Composition

1 Technology 5.74%
2 Financials 4.79%
3 Consumer Discretionary 3.11%
4 Consumer Staples 2.84%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$607K 0.27%
16,023
-234
52
$606K 0.27%
12,437
-28,343
53
$595K 0.27%
10,321
-5,770
54
$581K 0.26%
7,077
+6,443
55
$576K 0.26%
6,358
-2,934
56
$561K 0.25%
5,289
-22
57
$561K 0.25%
43,315
58
$547K 0.24%
8,739
-6,519
59
$538K 0.24%
5,569
-1,925
60
$528K 0.24%
57,351
+392
61
$522K 0.23%
4,901
-3,552
62
$502K 0.22%
6,843
+148
63
$481K 0.22%
26,270
64
$444K 0.2%
19,628
+36
65
$444K 0.2%
11,689
+1,435
66
$443K 0.2%
2,425
-75
67
$439K 0.2%
4,352
+17
68
$433K 0.19%
3,781
+3
69
$417K 0.19%
4,486
-43
70
$414K 0.19%
5,154
-3,323
71
$410K 0.18%
4,509
+22
72
$403K 0.18%
4,037
-3,859
73
$402K 0.18%
1,411
+55
74
$397K 0.18%
+7,529
75
$376K 0.17%
22,344
+36
1 2
3
4 5