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
301
$42.6K 0.03%
271
+12
302
$42.5K 0.03%
377
303
$42.4K 0.03%
760
304
$42.2K 0.03%
148
-8
305
$42.1K 0.03%
2,779
-187
306
$42.1K 0.03%
1,390
-1
307
$41.6K 0.03%
3,324
308
$41.4K 0.03%
617
309
$41.2K 0.03%
1,470
310
$40.9K 0.03%
613
311
$40.8K 0.03%
1,689
312
$40.6K 0.03%
603
313
$40.5K 0.03%
454
314
$40.3K 0.03%
1,264
315
$40.3K 0.03%
681
316
$40.2K 0.03%
446
317
$40.1K 0.03%
3,102
-4
318
$40.1K 0.03%
1,434
319
$39.9K 0.03%
552
320
$39.8K 0.03%
2,139
321
$39.8K 0.03%
1,154
322
$39.7K 0.03%
1,115
323
$39.7K 0.03%
777
+9
324
$39.4K 0.03%
997
325
$39.1K 0.03%
1,033
11 12
13
14 15