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
376
$34.5K 0.02%
760
377
$34.3K 0.02%
590
378
$34.1K 0.02%
836
379
$33.8K 0.02%
840
380
$33.7K 0.02%
548
381
$33.6K 0.02%
517
382
$33.4K 0.02%
405
383
$33.3K 0.02%
1,886
-178
384
$33K 0.02%
1,768
385
$32.9K 0.02%
549
386
$32.7K 0.02%
617
387
$32.7K 0.02%
681
388
$32.7K 0.02%
2,148
+1,052
389
$32.7K 0.02%
651
390
$32.6K 0.02%
743
391
$32.3K 0.02%
1,426
392
$32.2K 0.02%
704
393
$32.2K 0.02%
1,277
394
$31.9K 0.02%
540
395
$31.8K 0.02%
486
396
$31.8K 0.02%
259
397
$31.7K 0.02%
456
398
$31.6K 0.02%
+1,871
399
$31.6K 0.02%
1,091
+21
400
$31.6K 0.02%
896
14 15
16
17 18