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
276
$48.9K 0.04%
806
277
$48.8K 0.04%
560
278
$48.8K 0.03%
737
279
$48.6K 0.03%
1,189
280
$48.6K 0.03%
669
281
$47.9K 0.03%
710
+58
282
$47.9K 0.03%
1,247
283
$47.7K 0.03%
1,470
284
$47.7K 0.03%
422
+196
285
$47.7K 0.03%
647
286
$47.6K 0.03%
548
287
$47.4K 0.03%
+1,456
288
$47.3K 0.03%
611
289
$47.3K 0.03%
1,272
290
$47.1K 0.03%
914
291
$46.9K 0.03%
801
292
$45.8K 0.03%
1,832
293
$45.8K 0.03%
454
294
$45.6K 0.03%
568
+15
295
$45.5K 0.03%
3,460
296
$45.2K 0.03%
225
297
$45.2K 0.03%
2,752
-138
298
$44.9K 0.03%
778
299
$44.9K 0.03%
552
300
$44.8K 0.03%
2,232
+1,766
10 11
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