Sugarloaf Wealth Management, LLC has about 74.9% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 74.9 |
Technology | 7 |
Financial Services | 3.9 |
Consumer Cyclical | 2.9 |
Industrials | 2.3 |
Healthcare | 2.3 |
Utilities | 2.2 |
Consumer Defensive | 2.1 |
Sugarloaf Wealth Management, LLC has about 22.8% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 74.9 |
MEGA-CAP | 13.1 |
LARGE-CAP | 9.7 |
MID-CAP | 1.2 |
SMALL-CAP | 1.1 |
About 24.1% of the stocks held by Sugarloaf Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 76 |
S&P 500 | 22.8 |
RUSSELL 2000 | 1.3 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
Sugarloaf Wealth Management, LLC has 673 stocks in it's portfolio. About 58.5% of the portfolio is in top 10 stocks. CTAS proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Sugarloaf Wealth Management, LLC last quarter.
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAPL | apple inc | 2.44 | 55,477 | 12,926,100 | added | 0.47 | ||
AAXJ | ishares jp morgan usd emerging markets bond etf | 0.09 | 5,282 | 494,248 | reduced | -3.44 | ||
AAXJ | ishares amt-free muni bond etf | 0.05 | 2,321 | 252,130 | reduced | -5.11 | ||
AAXJ | ishares msci kld 400 social etf | 0.04 | 1,937 | 210,726 | reduced | -16.04 | ||
AAXJ | ishares tr msci acwiindex fd | 0.01 | 677 | 80,969 | reduced | -8.76 | ||
AAXJ | ishares msci eafe value etf | 0.01 | 1,383 | 79,564 | added | 13.08 | ||
AAXJ | ishares msci eafe growth index etf | 0.01 | 670 | 72,126 | added | 17.96 | ||
AAXJ | ishares s&p u.s. preferred stock etf | 0.01 | 1,250 | 41,538 | unchanged | 0.00 | ||
AAXJ | ishares international select dividend etf | 0.01 | 1,273 | 38,489 | unchanged | 0.00 | ||
AAXJ | ishares 10-20 year treasury bond etf | 0.01 | 308 | 33,674 | reduced | -34.88 | ||
AAXJ | ishares short-term national muni bond etf | 0.00 | 129 | 13,699 | reduced | -4.44 | ||
AAXJ | ishares dow jones us home const (etf) | 0.00 | 106 | 13,441 | unchanged | 0.00 | ||
AAXJ | ishares mbs etf | 0.00 | 109 | 10,443 | new | |||
ABBV | abbvie inc com | 0.11 | 2,975 | 587,501 | added | 0.27 | ||
ABT | abbott labs com | 0.04 | 1,667 | 190,084 | added | 3.16 | ||
ACIO | aptus defined risk etf | 12.52 | 2,339,420 | 66,205,600 | added | 1.33 | ||
ACIO | aptus collared investment opportunity etf | 8.23 | 1,094,860 | 43,509,800 | added | 3.79 | ||
ACIO | opus small cap value etf | 5.28 | 746,031 | 27,938,900 | added | 1.25 | ||
ACIO | aptus drawdown managed equity etf | 0.45 | 51,371 | 2,373,330 | reduced | -2.55 | ||
ACN | accenture ltd bermuda cl a | 0.05 | 689 | 243,371 | added | 18.79 | ||