SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
+10.88%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$300M
AUM Growth
+$29M
(+11%)
Cap. Flow
+$2.55M
Cap. Flow
% of AUM
0.85%
Top 10 Holdings %
Top 10 Hldgs %
35.72%
Holding
1,715
New
402
Increased
668
Reduced
187
Closed
45
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$1.8M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
+$300K |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
+$294K |
| 4 |
Microsoft
MSFT
|
+$225K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$224K |
Top Sells
| 1 |
Lennar Class A
LEN
|
+$604K |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$569K |
| 3 |
Valley National Bancorp
VLY
|
+$412K |
| 4 |
General Mills
GIS
|
+$211K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$187K |
Sector Composition
| 1 | Technology | 17.49% |
| 2 | Financials | 10.67% |
| 3 | Healthcare | 10.6% |
| 4 | Consumer Discretionary | 7.29% |
| 5 | Industrials | 6.4% |
