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
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.44M
3
+$3.02M
4
ABT icon
Abbott
ABT
+$2.41M
5
MCD icon
McDonald's
MCD
+$2.31M

Top Sells

1
+$2.92M
2
+$724K
3
+$710K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$385K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$280K

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
326
$38.7K 0.03%
1,609
327
$38.4K 0.02%
894
328
$38.2K 0.02%
1,187
329
$38.1K 0.02%
643
+90
330
$37.8K 0.02%
906
331
$37.7K 0.02%
1,187
-312
332
$37.6K 0.02%
263
333
$37.6K 0.02%
1,277
334
$37.5K 0.02%
696
335
$37.3K 0.02%
258
336
$37.3K 0.02%
1,132
-3,078
337
$37.2K 0.02%
1,220
338
$37.1K 0.02%
1,832
339
$36.7K 0.02%
611
340
$36.7K 0.02%
468
341
$36.6K 0.02%
1,294
+639
342
$36.6K 0.02%
488
343
$36.1K 0.02%
203
+104
344
$35.9K 0.02%
808
345
$35.8K 0.02%
836
346
$35.6K 0.02%
702
347
$35.3K 0.02%
670
348
$35.3K 0.02%
1,270
+269
349
$35K 0.02%
225
350
$35K 0.02%
1,211
12 13
14
15 16