SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
This Quarter Return
+20.17%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$191M
AUM Growth
+$191M
(+20%)
Cap. Flow
+$3.95M
Cap. Flow
% of AUM
2.07%
Top 10 Holdings %
Top 10 Hldgs %
36.3%
Holding
1,318
New
120
Increased
341
Reduced
255
Closed
118
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$939K |
| 2 |
Amazon
AMZN
|
$436K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$395K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$394K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$341K |
Top Sells
Sector Composition
| 1 | Technology | 15.23% |
| 2 | Healthcare | 12.05% |
| 3 | Financials | 11.3% |
| 4 | Consumer Discretionary | 6.8% |
| 5 | Industrials | 6.53% |
