SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,166
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$403K
3
+$301K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$272K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$204K

Top Sells

1
+$221K
2
+$176K
3
+$169K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$157K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$132K

Sector Composition

1 Financials 19.01%
2 Technology 9.2%
3 Healthcare 6.96%
4 Industrials 5.64%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$71.8K 0.05%
348
227
$71.3K 0.05%
794
228
$71.2K 0.05%
1,437
+6
229
$67.9K 0.05%
1,187
230
$65.6K 0.05%
4,809
231
$64.7K 0.05%
277
232
$64.4K 0.05%
878
233
$63.3K 0.05%
1,005
234
$62.6K 0.04%
2,187
235
$62.1K 0.04%
974
-9
236
$62K 0.04%
404
237
$61.2K 0.04%
3,324
238
$61.2K 0.04%
837
239
$60.7K 0.04%
577
240
$60.7K 0.04%
1,322
241
$60.3K 0.04%
446
-14
242
$60.2K 0.04%
699
243
$60.1K 0.04%
821
244
$59.9K 0.04%
862
245
$59.6K 0.04%
270
+11
246
$59.4K 0.04%
869
247
$59K 0.04%
816
248
$58.3K 0.04%
955
249
$57.8K 0.04%
706
+258
250
$57.1K 0.04%
968
-99
8 9
10
11 12