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
251
$59K 0.04%
642
252
$58.7K 0.04%
817
253
$58.5K 0.04%
899
254
$57.1K 0.04%
1,083
-51
255
$56.9K 0.04%
353
256
$56.4K 0.04%
1,056
257
$56.1K 0.04%
479
258
$55.9K 0.04%
731
259
$55.9K 0.04%
+1,000
260
$55.3K 0.04%
422
261
$55.3K 0.04%
1,272
262
$55.1K 0.04%
4,809
263
$54.9K 0.04%
1,850
+402
264
$54.1K 0.03%
647
265
$53.9K 0.03%
1,870
266
$53.6K 0.03%
177
+95
267
$53.2K 0.03%
635
268
$52.8K 0.03%
801
269
$52.6K 0.03%
2,048
270
$51.9K 0.03%
916
271
$50.4K 0.03%
3,273
272
$50.1K 0.03%
1,322
273
$49.5K 0.03%
955
274
$49.4K 0.03%
1,247
275
$49.3K 0.03%
2,382
9 10
11
12 13