SWM
Sugarloaf Wealth Management Portfolio holdings
AUM
$529M
This Quarter Return
+4.8%
1 Year Return
+14.14%
3 Year Return
+10.3%
5 Year Return
+47.85%
10 Year Return
–
AUM
$235M
AUM Growth
–
Cap. Flow
+$235M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.08%
Holding
761
New
724
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Aptus Defined Risk ETF
DRSK
|
$24.8M |
| 2 |
Aptus Behavioral Momentum ETF
ADME
|
$14.8M |
| 3 |
Aptus Collared Investment Opportunity ETF
ACIO
|
$13.6M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$10.6M |
| 5 |
Opus Small Cap Value ETF
OSCV
|
$9.84M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 6.54% |
| 2 | Technology | 4.26% |
| 3 | Consumer Discretionary | 3.29% |
| 4 | Consumer Staples | 2.88% |
| 5 | Healthcare | 2.57% |
