SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
+2.74%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$112M
AUM Growth
+$2.19M
(+2%)
Cap. Flow
+$602K
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
36.49%
Holding
1,090
New
46
Increased
105
Reduced
120
Closed
34
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$298K |
| 2 |
iShares Russell 1000 ETF
IWB
|
+$118K |
| 3 |
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
|
+$93.5K |
| 4 |
Tesla
TSLA
|
+$88K |
| 5 |
Kroger
KR
|
+$59.4K |
Top Sells
| 1 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$114K |
| 2 |
Chevron
CVX
|
+$99K |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$75.2K |
| 4 |
Medtronic
MDT
|
+$65.4K |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
+$59K |
Sector Composition
| 1 | Financials | 18.61% |
| 2 | Technology | 7.99% |
| 3 | Healthcare | 7.06% |
| 4 | Industrials | 5.85% |
| 5 | Consumer Staples | 5.38% |
