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
301
$44.6K 0.03%
1,408
302
$44.5K 0.03%
163
303
$44.3K 0.03%
377
304
$44.2K 0.03%
2,382
+48
305
$44K 0.03%
808
306
$43.3K 0.03%
1,949
307
$43.3K 0.03%
1,870
308
$43.3K 0.03%
715
+63
309
$43.2K 0.03%
1,689
310
$43.2K 0.03%
2,683
-24
311
$43.1K 0.03%
903
312
$42.9K 0.03%
3,872
313
$42.5K 0.03%
263
314
$42.3K 0.03%
274
315
$42.2K 0.03%
552
316
$42.1K 0.03%
1,434
317
$42.1K 0.03%
1,609
318
$41.9K 0.03%
557
319
$41.7K 0.03%
1,220
320
$41.6K 0.03%
4,284
+812
321
$41.5K 0.03%
2,397
322
$41.5K 0.03%
4,235
323
$41.3K 0.03%
147
+102
324
$41.3K 0.03%
1,033
325
$41.1K 0.03%
325
11 12
13
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