SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
+7.99%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$195M
AUM Growth
+$16M
(+9%)
Cap. Flow
+$3.35M
Cap. Flow
% of AUM
1.72%
Top 10 Holdings %
Top 10 Hldgs %
36.56%
Holding
1,220
New
41
Increased
150
Reduced
101
Closed
49
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$1.16M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$649K |
| 3 |
Truist Financial
TFC
|
$582K |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$567K |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
$289K |
Top Sells
| 1 |
SYKE
SYKES Enterprises Inc
SYKE
|
$235K |
| 2 |
Cedar Fair
FUN
|
$222K |
| 3 |
CVS Health
CVS
|
$204K |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$194K |
| 5 |
Altria Group
MO
|
$139K |
Sector Composition
| 1 | Financials | 13.95% |
| 2 | Technology | 13% |
| 3 | Healthcare | 11.52% |
| 4 | Industrials | 7.64% |
| 5 | Consumer Discretionary | 6.5% |
