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
276
$48.6K 0.03%
1,189
277
$48.6K 0.03%
669
278
$47.9K 0.03%
710
+58
279
$47.9K 0.03%
1,247
280
$47.7K 0.03%
1,470
281
$47.7K 0.03%
422
+196
282
$47.7K 0.03%
647
283
$47.6K 0.03%
548
284
$47.4K 0.03%
+208
285
$47.3K 0.03%
611
286
$47.3K 0.03%
1,272
287
$47.1K 0.03%
929
288
$46.9K 0.03%
801
289
$45.8K 0.03%
1,832
290
$45.8K 0.03%
454
291
$45.6K 0.03%
568
+15
292
$45.5K 0.03%
3,460
293
$45.2K 0.03%
225
294
$45.2K 0.03%
2,752
-138
295
$44.9K 0.03%
778
296
$44.9K 0.03%
552
297
$44.8K 0.03%
2,232
+1,766
298
$44.6K 0.03%
1,408
299
$44.5K 0.03%
163
300
$44.3K 0.03%
377
10 11
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