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
76
$443 0.13%
7,941
-89
77
$414 0.12%
658
+635
78
$391 0.12%
15
-5,941
79
$382 0.11%
3,765
+3,127
80
$382 0.11%
2,374
-62
81
$379 0.11%
1,558
82
$375 0.11%
7,466
-13,048
83
$364 0.11%
433
-2,174
84
$363 0.11%
2
-1,402
85
$354 0.11%
5,229
+2,544
86
$353 0.11%
1,523
+1
87
$338 0.1%
9,327
+2,288
88
$336 0.1%
5,462
+38
89
$330 0.1%
2,000
90
$329 0.1%
101,700
+95,385
91
$322 0.1%
5,950
+10
92
$315 0.09%
2,879
+108
93
$314 0.09%
1,848
+2
94
$314 0.09%
+12,099
95
$305 0.09%
4,571
-30
96
$295 0.09%
76
-3,168
97
$286 0.09%
19,188
+230
98
$268 0.08%
21,916
+450
99
$262 0.08%
613
-9,103
100
$256 0.08%
6,157
-225
2 3
4
5 6