SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
This Quarter Return
+4.92%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$119M
AUM Growth
+$119M
(+6.8%)
Cap. Flow
+$3.53M
Cap. Flow
% of AUM
2.96%
Top 10 Holdings %
Top 10 Hldgs %
37.5%
Holding
1,091
New
34
Increased
93
Reduced
111
Closed
28
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$961K |
| 2 |
American Coastal Insurance
ACIC
|
$731K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$664K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$303K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$275K |
Top Sells
| 1 |
SPDR Bloomberg International Corporate Bond ETF
IBND
|
$162K |
| 2 |
Sea Limited
SE
|
$132K |
| 3 |
COHR
Coherent Inc
COHR
|
$73.4K |
| 4 |
Take-Two Interactive
TTWO
|
$65.1K |
| 5 |
Chemours
CC
|
$61.4K |
Sector Composition
| 1 | Financials | 18.76% |
| 2 | Technology | 8.24% |
| 3 | Healthcare | 7.04% |
| 4 | Industrials | 5.78% |
| 5 | Consumer Staples | 5.26% |
