SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
+8.68%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$207M
AUM Growth
+$15.6M
(+8.2%)
Cap. Flow
+$2.02M
Cap. Flow
% of AUM
0.98%
Top 10 Holdings %
Top 10 Hldgs %
36.58%
Holding
1,266
New
64
Increased
204
Reduced
145
Closed
47
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$627K |
| 2 |
American Coastal Insurance
ACIC
|
+$257K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
+$243K |
| 4 |
Apple
AAPL
|
+$185K |
| 5 |
Amazon
AMZN
|
+$179K |
Top Sells
| 1 |
McDonald's
MCD
|
+$234K |
| 2 |
Lincoln Electric
LECO
|
+$220K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$200K |
| 4 |
AbbVie
ABBV
|
+$99.5K |
| 5 |
Wingstop
WING
|
+$73.4K |
Sector Composition
| 1 | Technology | 16.13% |
| 2 | Healthcare | 11.54% |
| 3 | Financials | 10.36% |
| 4 | Consumer Discretionary | 7.37% |
| 5 | Industrials | 6.58% |
