SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
This Quarter Return
+1.58%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$106M
AUM Growth
+$106M
(+0.47%)
Cap. Flow
-$205K
Cap. Flow
% of AUM
-0.19%
Top 10 Holdings %
Top 10 Hldgs %
37.49%
Holding
1,081
New
66
Increased
118
Reduced
86
Closed
57
Top Buys
Top Sells
| 1 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$869K |
| 2 |
US Commodity Index
USCI
|
$123K |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$83.1K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$79.6K |
| 5 |
Expedia Group
EXPE
|
$73K |
Sector Composition
| 1 | Financials | 18.3% |
| 2 | Healthcare | 7.72% |
| 3 | Technology | 7.21% |
| 4 | Consumer Staples | 5.88% |
| 5 | Industrials | 5.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1076
ArcBest
ARCB
$1.65B
| – | – |
-595
| Closed | -$12.8K |
|
1077
Alerian MLP ETF
AMLP
$10.6B
| – | – |
-2,990
| Closed | -$32.7K |
|
1078
Alnylam Pharmaceuticals
ALNY
$58.6B
| – | – |
-170
| Closed | -$10.7K |
|
1079
Agilysys
AGYS
$2.98B
| – | – |
-343
| Closed | -$3.5K |
|
1080
ADT
ADT
$7.11B
| – | – |
-18
| Closed | -$743 |
|
1081
Oxford Industries
OXM
$630M
| – | – |
-272
| Closed | -$18.3K |
|