SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
+11.11%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$171M
AUM Growth
+$16.2M
(+10%)
Cap. Flow
+$447K
Cap. Flow
% of AUM
0.26%
Top 10 Holdings %
Top 10 Hldgs %
36.29%
Holding
1,261
New
119
Increased
311
Reduced
127
Closed
79
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$352K |
| 2 |
Linde
LIN
|
$225K |
| 3 |
IBM
IBM
|
$213K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$172K |
| 5 |
Lennar Class A
LEN
|
$139K |
Sector Composition
| 1 | Financials | 15.02% |
| 2 | Healthcare | 11.97% |
| 3 | Technology | 11.58% |
| 4 | Industrials | 7.73% |
| 5 | Consumer Discretionary | 6.86% |
