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
301
$44.2K 0.03%
2,382
+48
302
$44K 0.03%
808
303
$43.3K 0.03%
1,949
304
$43.3K 0.03%
1,870
305
$43.3K 0.03%
715
+63
306
$43.2K 0.03%
1,689
307
$43.2K 0.03%
2,683
-24
308
$43.1K 0.03%
903
309
$42.9K 0.03%
3,872
310
$42.5K 0.03%
263
311
$42.3K 0.03%
274
312
$42.2K 0.03%
552
313
$42.1K 0.03%
1,434
314
$42.1K 0.03%
1,609
315
$41.9K 0.03%
557
316
$41.7K 0.03%
1,220
317
$41.6K 0.03%
4,284
+812
318
$41.5K 0.03%
2,397
319
$41.5K 0.03%
4,235
320
$41.3K 0.03%
147
+102
321
$41.3K 0.03%
1,033
322
$41.1K 0.03%
325
323
$41K 0.03%
398
324
$40.9K 0.03%
799
325
$40.8K 0.03%
1,039
11 12
13
14 15