SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
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
+$252M
(-13%)
Cap. Flow
+$7.17M
Cap. Flow
% of AUM
2.85%
Top 10 Holdings %
Top 10 Hldgs %
35.59%
Holding
1,747
New
118
Increased
624
Reduced
458
Closed
105
Top Buys
| 1 |
Amazon
AMZN
|
$2.26M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.06M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$442K |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$321K |
| 5 |
Innovator US Equity Power Buffer ETF April
PAPR
|
$301K |
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 |
Invesco Mortgage Capital
IVR
|
$119K |
Sector Composition
| 1 | Technology | 15.89% |
| 2 | Healthcare | 12.35% |
| 3 | Financials | 9.44% |
| 4 | Industrials | 6.6% |
| 5 | Consumer Discretionary | 6.29% |
