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
$335K
AUM Growth
-$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$5.22K
2
+$1.93K
3
+$1.16K
4
NVDA icon
NVIDIA
NVDA
+$1.14K
5
VRSK icon
Verisk Analytics
VRSK
+$1.09K

Top Sells

1
+$1.16B
2
+$19.7M
3
+$10.6M
4
AAPL icon
Apple
AAPL
+$8.11M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$2.88M

Sector Composition

1 Technology 6.15%
2 Financials 4.73%
3 Consumer Discretionary 3.55%
4 Healthcare 2.58%
5 Consumer Staples 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$777 0.23%
3,923
+3
52
$735 0.22%
16,233
+36
53
$724 0.22%
57,586
-23
54
$722 0.22%
11,438
-3,265
55
$656 0.2%
592
-5,303
56
$650 0.19%
5,098
+43
57
$642 0.19%
4,579
+14
58
$633 0.19%
804
-25,409
59
$619 0.18%
1,296
-18,365
60
$589 0.18%
6,834
-714
61
$586 0.18%
9,286
+1,559
62
$568 0.17%
9,739
+5
63
$564 0.17%
2,532
-27
64
$537 0.16%
3,965
+129
65
$535 0.16%
2,899
-73
66
$526 0.16%
84
-476
67
$511 0.15%
11,178
-297
68
$503 0.15%
1,428
-10
69
$502 0.15%
22,539
+46
70
$470 0.14%
6,389
+10
71
$457 0.14%
1,789
-636
72
$450 0.13%
4,657
-223
73
$446 0.13%
4,457
74
$445 0.13%
4,245
+544
75
$443 0.13%
+6,300
1 2
3
4 5