SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
+4.92%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$119M
AUM Growth
+$7.63M
(+6.8%)
Cap. Flow
+$2.66M
Cap. Flow
% of AUM
2.23%
Top 10 Holdings %
Top 10 Hldgs %
37.5%
Holding
1,091
New
35
Increased
88
Reduced
113
Closed
28
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$961K |
| 2 |
American Coastal Insurance
ACIC
|
+$731K |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$303K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$275K |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$153K |
Top Sells
| 1 |
SPDR Bloomberg International Corporate Bond ETF
IBND
|
+$162K |
| 2 |
Sea Limited
SE
|
+$132K |
| 3 |
COHR
Coherent Inc
COHR
|
+$73.4K |
| 4 |
Take-Two Interactive
TTWO
|
+$65.1K |
| 5 |
Chemours
CC
|
+$61.4K |
Sector Composition
| 1 | Financials | 18.76% |
| 2 | Technology | 8.24% |
| 3 | Healthcare | 7.04% |
| 4 | Industrials | 5.78% |
| 5 | Consumer Staples | 5.26% |
