Sugarloaf Wealth Management, LLC
CIK Number: 0001664864
528.72M
Market Value
591
# of Holdings
14 months
Avg. Holding Period
72.95%
Win Rate
11.85%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Aptus Defined R... | 28.14 | -0.64% | 2.34M | +1.33% | 66.21M | 28.67 | 12.52% | |
| 2 | Vanguard Intern... | 83.52 | -1.03% | 360.04K | +1.75% | 31.78M | 71.37 | 6.01% | |
| 3 | Aptus Enhanced ... | 23.02 | -0.15% | 1.36M | -11.24% | 31.64M | 24.87 | 5.98% | |
| 4 | Spdr Portfolio ... | 71.13 | -0.46% | 449.19K | +1.35% | 30.32M | 48.73 | 5.74% | |
| 5 | Invesco Etf Tru... | 182.87 | -0.33% | 121.33K | +2.16% | 21.74M | 150 | 4.11% |
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