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
351
$37.6K 0.03%
697
+130
352
$37.5K 0.03%
+300
353
$37.3K 0.03%
273
-7
354
$37.2K 0.03%
2,121
+400
355
$37K 0.03%
1,324
356
$37K 0.03%
2,032
357
$36.9K 0.03%
730
358
$36.9K 0.03%
223
359
$36.9K 0.03%
910
360
$36.7K 0.03%
242
+6
361
$36.6K 0.03%
1,154
362
$36.5K 0.03%
1,264
363
$36.2K 0.03%
2,013
+770
364
$35.9K 0.03%
590
365
$35.8K 0.03%
334
366
$35.7K 0.03%
768
367
$35.7K 0.03%
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-318
368
$35.6K 0.03%
792
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369
$35.5K 0.03%
509
-10
370
$35.4K 0.03%
2,167
+1,223
371
$35.2K 0.03%
258
372
$35.1K 0.03%
1,426
+80
373
$35K 0.03%
1,674
374
$34.9K 0.03%
400
+145
375
$34.9K 0.03%
335
13 14
15
16 17