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
$140M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,166
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$411K
3
+$307K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$270K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$208K

Top Sells

1
+$202K
2
+$178K
3
+$168K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$158K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$133K

Sector Composition

1 Financials 19.01%
2 Technology 9.2%
3 Healthcare 6.96%
4 Industrials 5.6%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$57K 0.04%
731
-6
252
$55.5K 0.04%
1,036
253
$55.3K 0.04%
3,273
254
$55.3K 0.04%
1,221
255
$54.7K 0.04%
350
256
$54.7K 0.04%
988
+292
257
$54.7K 0.04%
642
258
$54.3K 0.04%
857
+133
259
$54.2K 0.04%
545
260
$52.7K 0.04%
553
261
$52K 0.04%
+970
262
$52K 0.04%
916
263
$51.7K 0.04%
1,315
+703
264
$51.6K 0.04%
1,700
+488
265
$51.5K 0.04%
1,338
266
$51.4K 0.04%
997
267
$50.8K 0.04%
792
268
$50.7K 0.04%
696
269
$50.3K 0.04%
3,588
270
$49.7K 0.04%
1,273
271
$49.2K 0.04%
966
272
$49.1K 0.04%
929
273
$48.9K 0.04%
806
274
$48.8K 0.04%
560
275
$48.8K 0.03%
737
9 10
11
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