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
$274M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$7.56M
3
+$3.61M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.83M
5
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$1.57M

Top Sells

1
+$9.24M
2
+$7.15M
3
+$1.85M
4
PKG icon
Packaging Corp of America
PKG
+$1.2M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.16M

Sector Composition

1 Technology 5.09%
2 Financials 4.4%
3 Consumer Discretionary 3.41%
4 Healthcare 3.02%
5 Consumer Staples 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$64K 0.02%
1,006
+56
202
$63K 0.02%
860
-164
203
$63K 0.02%
634
-1,273
204
$63K 0.02%
4,817
-295
205
$63K 0.02%
4,034
206
$63K 0.02%
1,241
+2
207
$62K 0.02%
2,500
208
$62K 0.02%
4,240
+7
209
$61K 0.02%
3,249
+55
210
$61K 0.02%
162
211
$60K 0.02%
637
-75,867
212
$60K 0.02%
3,132
-128
213
$59K 0.02%
1,788
-532
214
$59K 0.02%
528
+86
215
$59K 0.02%
683
216
$58K 0.02%
310
+155
217
$58K 0.02%
8,382
-1,236
218
$58K 0.02%
2,675
219
$58K 0.02%
1,996
-297
220
$57K 0.02%
1,571
+1
221
$57K 0.02%
896
-25
222
$56K 0.02%
384
223
$56K 0.02%
612
-100
224
$56K 0.02%
1,824
+123
225
$56K 0.02%
703
7 8
9
10 11