SWM

Sugarloaf Wealth Management Portfolio holdings

AUM $529M
1-Year Est. Return 14.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$7.34M
3
+$6.73M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$5.55M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$4.21M

Top Sells

1
+$4.1M
2
+$3.85M
3
+$3.7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.52M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.38M

Sector Composition

1 Technology 5.74%
2 Financials 4.79%
3 Consumer Discretionary 3.11%
4 Consumer Staples 2.84%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$61K 0.03%
+1,354
202
$60K 0.03%
694
-4,561
203
$60K 0.03%
4,225
+6
204
$59K 0.03%
1,020
-540
205
$59K 0.03%
1,860
-1,250
206
$59K 0.03%
1,000
207
$59K 0.03%
162
208
$58K 0.03%
367
209
$57K 0.03%
1,195
-218
210
$56K 0.03%
4,652
+943
211
$56K 0.03%
683
-122
212
$54K 0.02%
1,569
+1
213
$54K 0.02%
3,254
-1,073
214
$53K 0.02%
1,445
215
$52K 0.02%
199
-131
216
$52K 0.02%
1,699
217
$52K 0.02%
4,034
218
$51K 0.02%
+1,700
219
$51K 0.02%
10,113
+1,546
220
$51K 0.02%
1,237
+322
221
$50K 0.02%
712
+100
222
$50K 0.02%
1,727
-804
223
$50K 0.02%
3,133
+32
224
$50K 0.02%
1,000
225
$49K 0.02%
583
7 8
9
10 11