SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
+6.17%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$137M
AUM Growth
+$5.5M
(+4.2%)
Cap. Flow
-$1.74M
Cap. Flow
% of AUM
-1.27%
Top 10 Holdings %
Top 10 Hldgs %
36.84%
Holding
1,130
New
54
Increased
86
Reduced
108
Closed
51
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$287K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$174K |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$152K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$138K |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$76.6K |
Top Sells
Sector Composition
| 1 | Financials | 18.18% |
| 2 | Technology | 8.65% |
| 3 | Healthcare | 7.3% |
| 4 | Industrials | 5.98% |
| 5 | Consumer Discretionary | 5.53% |
