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
251
$57.1K 0.04%
894
252
$57K 0.04%
731
-6
253
$55.7K 0.04%
2,419
+133
254
$55.5K 0.04%
1,036
255
$55.3K 0.04%
1,508
256
$55.3K 0.04%
3,273
257
$55.3K 0.04%
1,221
258
$54.7K 0.04%
350
259
$54.7K 0.04%
988
+292
260
$54.7K 0.04%
642
261
$54.3K 0.04%
857
+133
262
$54.2K 0.04%
545
263
$52.7K 0.04%
553
264
$52K 0.04%
+970
265
$52K 0.04%
916
266
$51.7K 0.04%
6,575
+3,517
267
$51.6K 0.04%
1,700
+488
268
$51.5K 0.04%
1,338
269
$51.4K 0.04%
997
270
$50.8K 0.04%
792
271
$50.7K 0.04%
696
272
$50.3K 0.04%
3,588
273
$49.7K 0.04%
1,273
274
$49.2K 0.04%
966
275
$49.1K 0.04%
929
9 10
11
12 13