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
+$9.53M
2
+$7.48M
3
+$7.25M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$5.7M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$4.52M

Top Sells

1
+$4.75M
2
+$4.69M
3
+$3.72M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.82M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.42M

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
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727
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728
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$0 ﹤0.01%
3
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730
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731
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732
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733
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734
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735
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736
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738
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739
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741
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743
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750
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0
28 29
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