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
326
$40.8K 0.03%
635
327
$40.7K 0.03%
831
328
$40.7K 0.03%
1,391
329
$40.7K 0.03%
1,363
+550
330
$40.5K 0.03%
671
331
$39.8K 0.03%
492
332
$39.6K 0.03%
553
333
$39.5K 0.03%
603
334
$39.4K 0.03%
1,448
335
$39.3K 0.03%
94
336
$38.9K 0.03%
1,160
337
$38.7K 0.03%
285
338
$38.6K 0.03%
+2,139
339
$38.5K 0.03%
987
+538
340
$38.5K 0.03%
792
341
$38.3K 0.03%
468
342
$38.2K 0.03%
181
343
$38.1K 0.03%
286
344
$38.1K 0.03%
1,646
345
$37.9K 0.03%
1,389
346
$37.9K 0.03%
876
347
$37.7K 0.03%
1,326
348
$37.6K 0.03%
697
+130
349
$37.5K 0.03%
+300
350
$37.3K 0.03%
273
-7
12 13
14
15 16