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
276
$49.1K 0.03%
806
277
$49K 0.03%
669
278
$48.6K 0.03%
966
-324
279
$48.3K 0.03%
+644
280
$48.2K 0.03%
1,692
+532
281
$47.8K 0.03%
1,596
282
$47.3K 0.03%
791
-122
283
$46.6K 0.03%
1,324
284
$46.1K 0.03%
2,397
-316
285
$46K 0.03%
274
286
$45.7K 0.03%
1,320
+93
287
$45.5K 0.03%
1,039
288
$45.4K 0.03%
371
289
$45.3K 0.03%
987
290
$45K 0.03%
1,697
291
$44.1K 0.03%
470
292
$44K 0.03%
+433
293
$43.8K 0.03%
4,235
294
$43.6K 0.03%
1,679
295
$43.3K 0.03%
818
+498
296
$43.2K 0.03%
289
+4
297
$43.2K 0.03%
1,190
+1,016
298
$43.1K 0.03%
4,284
299
$42.6K 0.03%
295
300
$42.6K 0.03%
271
+12
10 11
12
13 14