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
351
$37.2K 0.03%
2,121
+400
352
$37K 0.03%
1,324
353
$37K 0.03%
2,032
354
$36.9K 0.03%
730
355
$36.9K 0.03%
1,115
356
$36.9K 0.03%
910
357
$36.7K 0.03%
242
+6
358
$36.6K 0.03%
1,154
359
$36.5K 0.03%
1,264
360
$36.2K 0.03%
2,013
+770
361
$35.9K 0.03%
590
362
$35.8K 0.03%
334
363
$35.7K 0.03%
768
364
$35.7K 0.03%
1,079
-318
365
$35.6K 0.03%
792
+44
366
$35.5K 0.03%
509
-10
367
$35.4K 0.03%
2,167
+1,223
368
$35.2K 0.03%
258
369
$35.1K 0.03%
1,426
+80
370
$35K 0.03%
1,674
371
$34.9K 0.03%
400
+145
372
$34.9K 0.03%
335
373
$34.7K 0.02%
230
374
$34.6K 0.02%
3,318
375
$34.6K 0.02%
417
13 14
15
16 17