SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
+6.19%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$187M
AUM Growth
-$75.2M
(-29%)
Cap. Flow
-$90.3M
Cap. Flow
% of AUM
-48.25%
Top 10 Holdings %
Top 10 Hldgs %
45.68%
Holding
1,675
New
18
Increased
78
Reduced
480
Closed
871
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$1.77M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$460K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$388K |
| 4 |
Innovator US Equity Power Buffer ETF December
PDEC
|
+$341K |
| 5 |
T Rowe Price
TROW
|
+$195K |
Top Sells
| 1 |
Apple
AAPL
|
+$10.2M |
| 2 |
Microsoft
MSFT
|
+$3.45M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$3.06M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.05M |
| 5 |
American Coastal Insurance
ACIC
|
+$2.25M |
Sector Composition
| 1 | Technology | 12.59% |
| 2 | Healthcare | 10.71% |
| 3 | Industrials | 6.52% |
| 4 | Financials | 5.63% |
| 5 | Consumer Discretionary | 4.7% |
