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
201
$89 0.03%
692
-9,181
202
$88 0.03%
60
203
$88 0.03%
583
204
$87 0.03%
612
205
$87 0.03%
162
206
$86 0.03%
584
207
$85 0.03%
991
208
$85 0.03%
20
-152
209
$84 0.03%
1,641
-8
210
$84 0.03%
4,652
211
$84 0.03%
713
-1,147
212
$84 0.03%
52
-1,192
213
$81 0.02%
1,581
214
$80 0.02%
1,942
+23
215
$80 0.02%
1,572
216
$79 0.02%
+1,058
217
$79 0.02%
4,000
+3,599
218
$79 0.02%
1,000
219
$78 0.02%
9,140
+7,595
220
$78 0.02%
2,173
221
$76 0.02%
928
-3,106
222
$74 0.02%
2,176
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223
$74 0.02%
3,161
+203
224
$72 0.02%
1,129
+2
225
$72 0.02%
2,264
-44
7 8
9
10 11