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
$398M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
901
New
Increased
Reduced
Closed

Top Buys

1
+$54.2M
2
+$30.7M
3
+$8.07M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$4.48M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.72M

Top Sells

1
+$22.8M
2
+$12.2M
3
+$8.27M
4
FITB
Fifth Third Bancorp
FITB
+$2.2M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$2.13M

Sector Composition

1 Technology 6.04%
2 Financials 3.25%
3 Healthcare 2.86%
4 Consumer Discretionary 2.84%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$45 ﹤0.01%
1
777
$40 ﹤0.01%
+2
778
$38 ﹤0.01%
1
779
$37 ﹤0.01%
4
-6
780
– –
0
781
$28 ﹤0.01%
4
782
$20 ﹤0.01%
1
783
$19 ﹤0.01%
1
784
$2 ﹤0.01%
1
785
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786
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0
787
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788
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789
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797
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798
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799
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800
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