SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
+14.96%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$236M
AUM Growth
+$29M
(+14%)
Cap. Flow
+$1.45M
Cap. Flow
% of AUM
0.62%
Top 10 Holdings %
Top 10 Hldgs %
36.12%
Holding
1,262
New
45
Increased
368
Reduced
116
Closed
31
Top Buys
| 1 |
Lennar Class A
LEN
|
+$391K |
| 2 |
General Mills
GIS
|
+$185K |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
+$159K |
| 4 |
Tesla
TSLA
|
+$128K |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$121K |
Top Sells
| 1 |
Lincoln Electric
LECO
|
+$185K |
| 2 |
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
|
+$166K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
+$103K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$91.8K |
| 5 |
Simpson Manufacturing
SSD
|
+$73.6K |
Sector Composition
| 1 | Technology | 16.18% |
| 2 | Healthcare | 11.08% |
| 3 | Financials | 10.75% |
| 4 | Consumer Discretionary | 7.31% |
| 5 | Industrials | 6.96% |
