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
176
$143K 0.04%
488
+61
177
$142K 0.04%
6,524
-5,669
178
$141K 0.04%
675
+2
179
$140K 0.04%
2,724
+2,048
180
$140K 0.04%
2,223
181
$139K 0.04%
275
+48
182
$139K 0.04%
3,545
+901
183
$135K 0.03%
1,762
-70
184
$135K 0.03%
1,410
185
$133K 0.03%
2,473
-192
186
$126K 0.03%
1,695
+143
187
$121K 0.03%
339
+61
188
$119K 0.03%
1,082
+158
189
$119K 0.03%
3,531
+1,431
190
$118K 0.03%
1,581
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191
$118K 0.03%
4,377
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192
$113K 0.03%
731
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193
$113K 0.03%
1,484
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194
$112K 0.03%
1,189
195
$112K 0.03%
438
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196
$111K 0.03%
255
+63
197
$111K 0.03%
1,719
+2
198
$110K 0.03%
553
199
$109K 0.03%
3,585
200
$109K 0.03%
3,280
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8
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