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
276
$49.2K 0.03%
1,392
277
$49.1K 0.03%
806
278
$49K 0.03%
669
279
$48.6K 0.03%
966
-324
280
$48.3K 0.03%
+644
281
$48.2K 0.03%
1,692
+532
282
$47.8K 0.03%
1,596
283
$47.3K 0.03%
791
-122
284
$46.6K 0.03%
1,324
285
$46.1K 0.03%
2,397
-316
286
$46K 0.03%
274
287
$45.7K 0.03%
1,320
+93
288
$45.5K 0.03%
1,039
289
$45.4K 0.03%
371
290
$45.3K 0.03%
987
291
$45K 0.03%
1,697
292
$44.1K 0.03%
470
293
$44K 0.03%
+433
294
$43.8K 0.03%
4,235
295
$43.6K 0.03%
1,679
296
$43.3K 0.03%
818
+498
297
$43.2K 0.03%
289
+4
298
$43.2K 0.03%
1,190
+1,016
299
$43.1K 0.03%
4,284
300
$42.6K 0.03%
295
10 11
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