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
$421M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
843
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$1.92M
3
+$1.91M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$1.49M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$1.2M

Top Sells

1
+$750K
2
+$478K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$408K
5
TSLA icon
Tesla
TSLA
+$178K

Sector Composition

1 Technology 6.75%
2 Financials 4.36%
3 Consumer Discretionary 3.86%
4 Healthcare 2.6%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$98K 0.02%
2,438
202
$97K 0.02%
2,150
203
$96K 0.02%
612
204
$96K 0.02%
1,746
205
$96K 0.02%
703
206
$95K 0.02%
5,000
+1,000
207
$95K 0.02%
1,241
+250
208
$93K 0.02%
1,550
209
$92K 0.02%
1,498
+6
210
$91K 0.02%
1,564
-10
211
$91K 0.02%
810
-127
212
$88K 0.02%
244
+106
213
$88K 0.02%
3,560
+117
214
$87K 0.02%
2,500
215
$86K 0.02%
6,000
+1,000
216
$84K 0.02%
4,652
217
$84K 0.02%
508
-16
218
$83K 0.02%
2,813
+49
219
$82K 0.02%
104
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220
$82K 0.02%
979
+426
221
$81K 0.02%
1,220
-200
222
$81K 0.02%
60
223
$81K 0.02%
1,581
224
$80K 0.02%
+1,581
225
$80K 0.02%
1,000
7 8
9
10 11