SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
+6.68%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$274M
AUM Growth
+$19.5M
(+7.7%)
Cap. Flow
+$4.34M
Cap. Flow
% of AUM
1.59%
Top 10 Holdings %
Top 10 Hldgs %
34.74%
Holding
1,315
New
49
Increased
134
Reduced
84
Closed
19
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$1.25M |
| 2 |
Lennar Class A
LEN
|
+$348K |
| 3 |
Vanguard Small-Cap ETF
VB
|
+$296K |
| 4 |
Pacer Swan SOS Moderate April ETF
PSMR
|
+$284K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$265K |
Top Sells
| 1 |
Crocs
CROX
|
+$125K |
| 2 |
Cleveland-Cliffs
CLF
|
+$106K |
| 3 |
Merck
MRK
|
+$92.5K |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$85.7K |
| 5 |
Iridium Communications
IRDM
|
+$54.6K |
Sector Composition
| 1 | Technology | 15.64% |
| 2 | Financials | 11.38% |
| 3 | Healthcare | 10.43% |
| 4 | Consumer Discretionary | 7.01% |
| 5 | Industrials | 6.83% |
