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
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.44M
3
+$3.02M
4
ABT icon
Abbott
ABT
+$2.41M
5
MCD icon
McDonald's
MCD
+$2.31M

Top Sells

1
+$2.92M
2
+$724K
3
+$710K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$385K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$280K

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
$58.7K 0.04%
817
252
$58.5K 0.04%
899
253
$57.1K 0.04%
1,083
-51
254
$56.9K 0.04%
353
255
$56.4K 0.04%
1,056
256
$56.1K 0.04%
479
257
$55.9K 0.04%
731
258
$55.9K 0.04%
+1,000
259
$55.3K 0.04%
422
260
$55.3K 0.04%
1,272
261
$55.1K 0.04%
4,809
262
$54.9K 0.04%
1,850
+402
263
$54.1K 0.03%
647
264
$53.9K 0.03%
1,870
265
$53.6K 0.03%
177
+95
266
$53.2K 0.03%
635
267
$52.8K 0.03%
801
268
$52.6K 0.03%
2,048
269
$51.9K 0.03%
916
270
$50.4K 0.03%
3,273
271
$50.1K 0.03%
1,322
272
$49.5K 0.03%
955
273
$49.4K 0.03%
1,247
274
$49.3K 0.03%
2,382
275
$49.2K 0.03%
1,392
9 10
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