SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
+7.07%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$153M
AUM Growth
+$8.88M
(+6.2%)
Cap. Flow
-$193K
Cap. Flow
% of AUM
-0.13%
Top 10 Holdings %
Top 10 Hldgs %
40.89%
Holding
1,175
New
49
Increased
101
Reduced
119
Closed
48
Top Buys
Top Sells
| 1 |
Chevron
CVX
|
+$486K |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$267K |
| 3 |
Booking.com
BKNG
|
+$107K |
| 4 |
Schlumberger
SLB
|
+$87.6K |
| 5 |
Idexx Laboratories
IDXX
|
+$83.6K |
Sector Composition
| 1 | Financials | 19.6% |
| 2 | Technology | 9.72% |
| 3 | Healthcare | 7.28% |
| 4 | Consumer Discretionary | 5.6% |
| 5 | Industrials | 5.52% |
