SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
This Quarter Return
+4.34%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$131M
AUM Growth
+$4.7M
(+3.7%)
Cap. Flow
-$44.4K
Cap. Flow
% of AUM
-0.03%
Top 10 Holdings %
Top 10 Hldgs %
37.09%
Holding
1,121
New
38
Increased
108
Reduced
119
Closed
45
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$609K |
| 2 |
DuPont de Nemours
DD
|
$211K |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$169K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$124K |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
$112K |
Top Sells
Sector Composition
| 1 | Financials | 18% |
| 2 | Technology | 8.32% |
| 3 | Healthcare | 7.34% |
| 4 | Industrials | 6% |
| 5 | Consumer Discretionary | 5.34% |
