Sugarloaf Wealth Management, LLC
CIK Number: 0001664864
528.66M
Market Value
636
# of Holdings
14 months
Avg. Holding Period
38.80%
Win Rate
30.60%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DRSK | Aptus Defined R... | 28.33 | +0.93% | 2.38M | +1.74% | 65.29M | 28.65 | 12.35% |
| 2 | ACIO | Aptus Collared ... | 40.59 | +0.11% | 1.12M | +2.04% | 44.95M | 29.79 | 8.50% |
| 3 | SPLG | SPDR Portfolio ... | 70.14 | +0.02% | 456.29K | +1.58% | 31.46M | 49.05 | 5.95% |
| 4 | JUCY | Aptus Enhanced ... | 22.28 | +0.17% | 1.33M | -2.42% | 30.29M | 24.87 | 5.73% |
| 5 | VIGI | Vanguard Intern... | 90.21 | +0.41% | 374.23K | +3.94% | 29.93M | 71.69 | 5.66% |
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