SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
-19.17%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$159M
AUM Growth
-$36.2M
(-19%)
Cap. Flow
+$4.7M
Cap. Flow
% of AUM
2.96%
Top 10 Holdings %
Top 10 Hldgs %
36.17%
Holding
1,291
New
124
Increased
429
Reduced
235
Closed
93
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.56M |
| 2 |
JPMorgan Chase
JPM
|
+$595K |
| 3 |
Bank of America
BAC
|
+$566K |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$373K |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$230K |
Top Sells
Sector Composition
| 1 | Technology | 13.97% |
| 2 | Financials | 12.93% |
| 3 | Healthcare | 12.45% |
| 4 | Industrials | 6.63% |
| 5 | Consumer Discretionary | 6.12% |
