SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
+1.58%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$106M
AUM Growth
+$491K
(+0.47%)
Cap. Flow
-$240K
Cap. Flow
% of AUM
-0.23%
Top 10 Holdings %
Top 10 Hldgs %
37.49%
Holding
1,081
New
66
Increased
116
Reduced
87
Closed
57
Top Buys
Top Sells
| 1 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$869K |
| 2 |
US Commodity Index
USCI
|
+$123K |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
+$83.1K |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$79.6K |
| 5 |
Expedia Group
EXPE
|
+$73K |
Sector Composition
| 1 | Financials | 18.3% |
| 2 | Healthcare | 7.72% |
| 3 | Technology | 7.21% |
| 4 | Consumer Staples | 5.88% |
| 5 | Industrials | 5.42% |
