SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
-13.08%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$155M
AUM Growth
+$2.45M
(+1.6%)
Cap. Flow
+$24.9M
Cap. Flow
% of AUM
16.03%
Top 10 Holdings %
Top 10 Hldgs %
37.08%
Holding
1,219
New
86
Increased
225
Reduced
149
Closed
84
Top Buys
| 1 |
Lincoln Electric
LECO
|
+$4.78M |
| 2 |
AbbVie
ABBV
|
+$3.16M |
| 3 |
Apple
AAPL
|
+$2.8M |
| 4 |
Abbott
ABT
|
+$2.48M |
| 5 |
McDonald's
MCD
|
+$2.32M |
Top Sells
Sector Composition
| 1 | Financials | 16.05% |
| 2 | Healthcare | 13% |
| 3 | Technology | 11.05% |
| 4 | Industrials | 7.77% |
| 5 | Consumer Discretionary | 6.78% |
