SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
+1.76%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$179M
AUM Growth
+$4.97M
(+2.9%)
Cap. Flow
+$2.98M
Cap. Flow
% of AUM
1.66%
Top 10 Holdings %
Top 10 Hldgs %
36.18%
Holding
1,239
New
77
Increased
126
Reduced
92
Closed
63
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$660K |
| 2 |
Valley National Bancorp
VLY
|
+$390K |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$364K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$223K |
| 5 |
Lennar Class A
LEN
|
+$214K |
Top Sells
Sector Composition
| 1 | Financials | 14.57% |
| 2 | Technology | 12.33% |
| 3 | Healthcare | 11.27% |
| 4 | Industrials | 7.6% |
| 5 | Consumer Discretionary | 7.2% |
