SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
-3.32%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$291M
AUM Growth
-$9.42M
(-3.1%)
Cap. Flow
+$4.23M
Cap. Flow
% of AUM
1.46%
Top 10 Holdings %
Top 10 Hldgs %
36.09%
Holding
1,764
New
92
Increased
720
Reduced
377
Closed
136
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$1.65M |
| 2 |
Innovator US Equity Power Buffer ETF March
PMAR
|
+$824K |
| 3 |
Innovator US Equity Power Buffer ETF February
PFEB
|
+$705K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$584K |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$364K |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$1.49M |
| 2 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$345K |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$336K |
| 4 |
McDonald's
MCD
|
+$285K |
| 5 |
NUAN
Nuance Communications, Inc.
NUAN
|
+$230K |
Sector Composition
| 1 | Technology | 17.18% |
| 2 | Healthcare | 11.07% |
| 3 | Financials | 10.35% |
| 4 | Industrials | 6.64% |
| 5 | Consumer Discretionary | 6.53% |
