SWM
Sugarloaf Wealth Management Portfolio holdings
AUM
$529M
This Quarter Return
+4.35%
1 Year Return
+14.14%
3 Year Return
+10.3%
5 Year Return
+47.85%
10 Year Return
–
AUM
$335K
AUM Growth
+$335K
(-100%)
Cap. Flow
-$1.21B
Cap. Flow
% of AUM
-360,668.5%
Top 10 Holdings %
Top 10 Hldgs %
62.55%
Holding
842
New
60
Increased
197
Reduced
151
Closed
47
Top Buys
| 1 |
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
|
$5.22K |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.93K |
| 3 |
Adobe
ADBE
|
$1.16K |
| 4 |
NVIDIA
NVDA
|
$1.14K |
| 5 |
Verisk Analytics
VRSK
|
$1.09K |
Top Sells
| 1 |
Aptus Defined Risk ETF
DRSK
|
$1.16B |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$19.7M |
| 3 |
Opus Small Cap Value ETF
OSCV
|
$10.6M |
| 4 |
Apple
AAPL
|
$8.11M |
| 5 |
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% |
