SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
+2.13%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$126M
AUM Growth
+$6.94M
(+5.8%)
Cap. Flow
+$4.97M
Cap. Flow
% of AUM
3.93%
Top 10 Holdings %
Top 10 Hldgs %
37.03%
Holding
1,112
New
50
Increased
234
Reduced
67
Closed
30
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$632K |
| 2 |
Johnson & Johnson
JNJ
|
+$377K |
| 3 |
NextEra Energy, Inc.
NEE
|
+$240K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$228K |
| 5 |
BP
BP
|
+$222K |
Top Sells
| 1 |
AABA
Altaba Inc. Common Stock
AABA
|
+$271K |
| 2 |
Wintrust Financial
WTFC
|
+$57.2K |
| 3 |
CubeSmart
CUBE
|
+$56.2K |
| 4 |
Diamondback Energy
FANG
|
+$43.2K |
| 5 |
United Bankshares
UBSI
|
+$43.1K |
Sector Composition
| 1 | Financials | 17.97% |
| 2 | Technology | 8.11% |
| 3 | Healthcare | 7.39% |
| 4 | Industrials | 5.95% |
| 5 | Consumer Discretionary | 5.45% |
