SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,219
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.16M
3
+$2.8M
4
ABT icon
Abbott
ABT
+$2.48M
5
MCD icon
McDonald's
MCD
+$2.32M

Top Sells

1
+$2.7M
2
+$650K
3
+$649K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$386K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$272K

Sector Composition

1 Financials 16.05%
2 Healthcare 13%
3 Technology 11.05%
4 Industrials 7.77%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$74.7K 0.05%
794
227
$74.1K 0.05%
2,968
228
$73.4K 0.05%
+2,855
229
$72.9K 0.05%
506
230
$72.7K 0.05%
1,238
231
$72.2K 0.05%
862
232
$72K 0.05%
1,102
233
$72K 0.05%
2,182
234
$71.8K 0.05%
1,668
-1,172
235
$70K 0.05%
2,187
236
$68.7K 0.04%
277
237
$67.2K 0.04%
1,031
+550
238
$66.3K 0.04%
737
239
$64.1K 0.04%
1,189
240
$64K 0.04%
+814
241
$63.4K 0.04%
962
242
$63.2K 0.04%
695
243
$63K 0.04%
792
244
$62K 0.04%
837
245
$61.1K 0.04%
510
246
$60.6K 0.04%
1,221
247
$60.4K 0.04%
816
248
$60.4K 0.04%
1,036
249
$60.1K 0.04%
699
250
$59.7K 0.04%
+1,228
8 9
10
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