SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
-0.33%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$271M
AUM Growth
-$2.72M
(-0.99%)
Cap. Flow
+$164K
Cap. Flow
% of AUM
0.06%
Top 10 Holdings %
Top 10 Hldgs %
34.99%
Holding
1,363
New
66
Increased
358
Reduced
185
Closed
38
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$418K |
| 2 |
Lennar Class A
LEN
|
+$160K |
| 3 |
AstraZeneca
AZN
|
+$132K |
| 4 |
Pacer Swan SOS Moderate July ETF
PSMJ
|
+$99K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$84.5K |
Top Sells
| 1 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
+$710K |
| 2 |
GameStop
GME
|
+$210K |
| 3 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
+$197K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$160K |
| 5 |
Saia
SAIA
|
+$117K |
Sector Composition
| 1 | Technology | 16.1% |
| 2 | Financials | 11.23% |
| 3 | Healthcare | 10.35% |
| 4 | Consumer Discretionary | 7.13% |
| 5 | Industrials | 6.54% |
