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
$421M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
843
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$1.92M
3
+$1.91M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$1.49M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$1.2M

Top Sells

1
+$750K
2
+$478K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$408K
5
TSLA icon
Tesla
TSLA
+$178K

Sector Composition

1 Technology 6.75%
2 Financials 4.36%
3 Consumer Discretionary 3.86%
4 Healthcare 2.6%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$432K 0.1%
5,930
+79
77
$431K 0.1%
7,298
+47
78
$428K 0.1%
4,277
-20
79
$425K 0.1%
8,244
+404
80
$423K 0.1%
2,000
81
$421K 0.1%
920
+1
82
$415K 0.1%
6,655
+683
83
$413K 0.1%
3,523
-32
84
$410K 0.1%
2,622
+6
85
$408K 0.1%
1,905
+52
86
$392K 0.09%
6,404
-161
87
$390K 0.09%
3,616
88
$381K 0.09%
7,626
+8
89
$373K 0.09%
3,762
90
$369K 0.09%
6,525
+5
91
$348K 0.08%
4,861
-484
92
$345K 0.08%
1,184
93
$344K 0.08%
12,609
94
$336K 0.08%
2,266
+4
95
$334K 0.08%
1,827
96
$333K 0.08%
1,655
+1
97
$324K 0.08%
8,225
+73
98
$316K 0.07%
1,527
+1
99
$316K 0.07%
12,551
100
$312K 0.07%
4,521
-25
2 3
4
5 6