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
$422M
AUM Growth
+$368K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$3.48M
3
+$2.96M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$2.14M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$977K

Top Sells

1
+$796K
2
+$614K
3
+$482K
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$364K
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$304K

Sector Composition

1 Technology 6.66%
2 Financials 4.35%
3 Consumer Discretionary 3.17%
4 Healthcare 2.65%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
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727
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728
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729
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730
$0 ﹤0.01%
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735
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736
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737
$0 ﹤0.01%
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738
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1
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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%
1
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746
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747
$0 ﹤0.01%
1
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748
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749
$0 ﹤0.01%
10
750
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0
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