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
326
$41K 0.03%
398
327
$40.9K 0.03%
799
328
$40.8K 0.03%
1,039
329
$40.8K 0.03%
635
330
$40.7K 0.03%
831
331
$40.7K 0.03%
1,391
332
$40.7K 0.03%
1,363
+550
333
$40.5K 0.03%
671
334
$39.8K 0.03%
492
335
$39.6K 0.03%
553
336
$39.5K 0.03%
603
337
$39.4K 0.03%
1,448
338
$39.3K 0.03%
94
339
$38.9K 0.03%
1,160
340
$38.7K 0.03%
285
341
$38.6K 0.03%
+2,139
342
$38.5K 0.03%
987
+538
343
$38.5K 0.03%
792
344
$38.3K 0.03%
468
345
$38.2K 0.03%
181
346
$38.1K 0.03%
286
347
$38.1K 0.03%
1,646
348
$37.9K 0.03%
1,389
349
$37.9K 0.03%
876
350
$37.7K 0.03%
1,326
12 13
14
15 16