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
$395M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.56M
3
+$8.79M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$3.81M
5
WMT icon
Walmart
WMT
+$2.06M

Top Sells

1
+$21.4M
2
+$8.47M
3
+$8.23M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$4.84M
5
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$4.56M

Sector Composition

1 Technology 7.27%
2 Financials 3.63%
3 Healthcare 2.51%
4 Consumer Discretionary 2.39%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$167K 0.04%
1,624
-593
152
$165K 0.04%
1,597
+53
153
$159K 0.04%
603
+1
154
$159K 0.04%
2,025
-258
155
$158K 0.04%
4,572
-236
156
$158K 0.04%
4,300
157
$158K 0.04%
5,520
+12
158
$157K 0.04%
3,730
+38
159
$157K 0.04%
1,616
160
$156K 0.04%
1,088
+1
161
$156K 0.04%
2,437
+5
162
$155K 0.04%
1,549
-496
163
$155K 0.04%
2,706
+408
164
$155K 0.04%
631
165
$154K 0.04%
757
+97
166
$152K 0.04%
1,668
167
$152K 0.04%
1,366
+9
168
$152K 0.04%
1,315
169
$150K 0.04%
489
+53
170
$149K 0.04%
+3,285
171
$149K 0.04%
8,808
172
$148K 0.04%
541
173
$147K 0.04%
+5,875
174
$145K 0.04%
+5,050
175
$145K 0.04%
952
5 6
7
8 9