SWM
Sugarloaf Wealth Management Portfolio holdings
AUM
$529M
This Quarter Return
-11.16%
1 Year Return
+14.14%
3 Year Return
+10.3%
5 Year Return
+47.85%
10 Year Return
–
AUM
$398M
AUM Growth
+$398M
(-5.7%)
Cap. Flow
+$27.4M
Cap. Flow
% of AUM
6.9%
Top 10 Holdings %
Top 10 Hldgs %
63.29%
Holding
885
New
102
Increased
278
Reduced
67
Closed
24
Top Buys
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$13.5M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$11.7M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$5.42M |
| 4 |
Opus Small Cap Value ETF
OSCV
|
$3.48M |
| 5 |
Aptus Defined Risk ETF
DRSK
|
$1.65M |
Sector Composition
| 1 | Technology | 6.06% |
| 2 | Financials | 3.7% |
| 3 | Consumer Discretionary | 3% |
| 4 | Healthcare | 2.83% |
| 5 | Consumer Staples | 2.25% |
