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
+$9.52M
2
+$7.34M
3
+$6.73M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$5.55M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$4.21M

Top Sells

1
+$4.1M
2
+$3.85M
3
+$3.7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.52M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.38M

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
76
$363K 0.16%
1,599
+1,365
77
$361K 0.16%
4,738
+266
78
$352K 0.16%
11,359
-595
79
$307K 0.14%
2,686
+38
80
$303K 0.14%
9,810
-82
81
$302K 0.14%
3,100
+400
82
$286K 0.13%
3,943
-5,258
83
$280K 0.13%
4,020
-10,366
84
$277K 0.12%
5,739
+32
85
$273K 0.12%
9,495
-14,270
86
$271K 0.12%
3,717
-308
87
$267K 0.12%
3,702
-197
88
$264K 0.12%
5,552
+335
89
$262K 0.12%
+4,778
90
$259K 0.12%
9,239
+1,343
91
$247K 0.11%
1,659
+260
92
$240K 0.11%
4,061
+6
93
$235K 0.11%
1,558
-100
94
$228K 0.1%
2,825
-134
95
$222K 0.1%
5,731
-1,089
96
$220K 0.1%
4,106
97
$219K 0.1%
6,369
+1,843
98
$209K 0.09%
1,742
-21
99
$207K 0.09%
3,152
-18
100
$206K 0.09%
+1,864
2 3
4
5 6