SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
This Quarter Return
+6.17%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(+4.2%)
Cap. Flow
-$1.48M
Cap. Flow
% of AUM
-1.08%
Top 10 Holdings %
Top 10 Hldgs %
36.84%
Holding
1,130
New
54
Increased
93
Reduced
105
Closed
51
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$287K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$174K |
| 3 |
Graco
GGG
|
$161K |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$152K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$138K |
Top Sells
Sector Composition
| 1 | Financials | 18.18% |
| 2 | Technology | 8.65% |
| 3 | Healthcare | 7.3% |
| 4 | Industrials | 5.98% |
| 5 | Consumer Discretionary | 5.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1126
Wayfair
W
$9.67B
| – | – |
-137
| Closed | -$9.23K |
|
1127
Wabash National
WNC
$454M
| – | – |
-642
| Closed | -$14.7K |
|
1128
Wintrust Financial
WTFC
$9.19B
| – | – |
-181
| Closed | -$14.2K |
|
1129
Health Care Select Sector SPDR Fund
XLV
$33.9B
| – | – |
-869
| Closed | -$71K |
|
1130
Zillow
Z
$20.4B
| – | – |
-464
| Closed | -$18.7K |
|