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
1,219
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.16M
3
+$2.8M
4
ABT icon
Abbott
ABT
+$2.48M
5
MCD icon
McDonald's
MCD
+$2.32M

Top Sells

1
+$2.7M
2
+$650K
3
+$649K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$386K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$272K

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
351
$35K 0.02%
1,211
352
$35K 0.02%
509
353
$34.8K 0.02%
492
354
$34.6K 0.02%
1,877
355
$34.6K 0.02%
3,460
356
$34.4K 0.02%
451
+157
357
$34.4K 0.02%
673
+364
358
$34.1K 0.02%
1,051
+324
359
$34K 0.02%
517
360
$33.9K 0.02%
799
361
$33.8K 0.02%
461
362
$33.6K 0.02%
181
363
$33.5K 0.02%
2,013
364
$33.4K 0.02%
678
+470
365
$33.3K 0.02%
834
366
$33.2K 0.02%
702
367
$33K 0.02%
1,871
368
$32.9K 0.02%
590
369
$32.8K 0.02%
809
370
$32.8K 0.02%
1,250
371
$32.7K 0.02%
2,234
372
$32.4K 0.02%
852
373
$32.3K 0.02%
362
+175
374
$32K 0.02%
1,326
375
$31.9K 0.02%
899
+402
13 14
15
16 17