SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
-13.91%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$252M
AUM Growth
-$38.7M
(-13%)
Cap. Flow
+$4.86M
Cap. Flow
% of AUM
1.93%
Top 10 Holdings %
Top 10 Hldgs %
35.59%
Holding
1,747
New
117
Increased
622
Reduced
463
Closed
104
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.06M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$442K |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$321K |
| 4 |
Innovator US Equity Power Buffer ETF April
PAPR
|
$301K |
| 5 |
iShares Select U.S. REIT ETF
ICF
|
$245K |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$594K |
| 2 |
Fastly
FSLY
|
$183K |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$135K |
| 4 |
Chart Industries
GTLS
|
$134K |
| 5 |
Shoals Technologies Group
SHLS
|
$116K |
Sector Composition
| 1 | Technology | 15.89% |
| 2 | Healthcare | 12.35% |
| 3 | Financials | 9.44% |
| 4 | Industrials | 6.6% |
| 5 | Consumer Discretionary | 6.29% |
