SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
+7.64%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$206M
AUM Growth
+$19.1M
(+10%)
Cap. Flow
+$6.75M
Cap. Flow
% of AUM
3.27%
Top 10 Holdings %
Top 10 Hldgs %
45.42%
Holding
876
New
72
Increased
166
Reduced
170
Closed
20
Top Buys
| 1 |
Apple
AAPL
|
+$820K |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$708K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$641K |
| 4 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$444K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$419K |
Top Sells
| 1 |
McDonald's
MCD
|
+$298K |
| 2 |
Verizon
VZ
|
+$242K |
| 3 |
Lincoln Electric
LECO
|
+$204K |
| 4 |
Automatic Data Processing
ADP
|
+$202K |
| 5 |
Valley National Bancorp
VLY
|
+$194K |
Sector Composition
| 1 | Technology | 14.23% |
| 2 | Healthcare | 9.75% |
| 3 | Industrials | 6.61% |
| 4 | Financials | 5.64% |
| 5 | Consumer Discretionary | 4.61% |
