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
101
$255 0.08%
1,137
+146
102
$252 0.08%
1,047
-2,277
103
$245 0.07%
1,217
104
$245 0.07%
4,792
+61
105
$244 0.07%
4,174
-127,642
106
$244 0.07%
7,500
+5,000
107
$242 0.07%
1,827
108
$239 0.07%
1,691
+4
109
$236 0.07%
1,184
110
$227 0.07%
4,385
+1,003
111
$222 0.07%
1,457
-589
112
$222 0.07%
1,477
+5
113
$219 0.07%
1,160
+1,000
114
$218 0.07%
1,290
-1,782
115
$215 0.06%
2,829
-92
116
$212 0.06%
1,652
-99
117
$211 0.06%
1,760
118
$211 0.06%
1,347
-1,248
119
$210 0.06%
2,362
+17
120
$208 0.06%
2,827
+2,227
121
$207 0.06%
1,801
+6
122
$206 0.06%
1,484
+3
123
$204 0.06%
37
-882
124
$203 0.06%
1,991
-5
125
$197 0.06%
459
-4,618
3 4
5
6 7