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 3.54%
4 Healthcare 2.58%
5 Consumer Staples 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$139 0.04%
500
152
$136 0.04%
608
+1
153
$126 0.04%
2,029
-387
154
$125 0.04%
2,083
-1,996
155
$125 0.04%
4,441
+40
156
$125 0.04%
4,468
+53
157
$124 0.04%
2,095
+1,678
158
$122 0.04%
8,175
-730
159
$122 0.04%
3,766
+48
160
$119 0.04%
638
-1,111
161
$118 0.04%
1,397
+1
162
$118 0.04%
9,453
+103
163
$117 0.03%
903
+177
164
$117 0.03%
1,799
+849
165
$116 0.03%
1,414
-344
166
$116 0.03%
1,913
+2
167
$116 0.03%
2,717
+1,570
168
$115 0.03%
1,777
-397
169
$113 0.03%
2,334
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170
$112 0.03%
1,922
+3
171
$111 0.03%
2,103
-1,630
172
$110 0.03%
1,215
+4
173
$110 0.03%
1,571
+1
174
$109 0.03%
182
-33
175
$109 0.03%
1,520
+109
5 6
7
8 9