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
726
$1 ﹤0.01%
39
727
$1 ﹤0.01%
103
728
$1 ﹤0.01%
5
729
$1 ﹤0.01%
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730
$1 ﹤0.01%
19
731
$1 ﹤0.01%
88
732
$1 ﹤0.01%
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733
$1 ﹤0.01%
3
734
– –
-28
735
$0 ﹤0.01%
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736
$0 ﹤0.01%
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737
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-500
738
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739
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740
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741
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742
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743
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744
$0 ﹤0.01%
+4
745
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746
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748
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749
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750
$0 ﹤0.01%
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28 29
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31 32