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
376
$31.4K 0.02%
405
377
$31.3K 0.02%
1,711
378
$31.2K 0.02%
409
379
$31.2K 0.02%
548
380
$31.1K 0.02%
557
-52
381
$31K 0.02%
1,674
382
$31K 0.02%
18
383
$30.8K 0.02%
109
384
$30.8K 0.02%
743
385
$30.7K 0.02%
502
386
$30.7K 0.02%
156
387
$30.7K 0.02%
87
-7
388
$30.6K 0.02%
1,284
-763
389
$30.3K 0.02%
704
390
$30.3K 0.02%
2,148
391
$30.3K 0.02%
1,646
392
$30.2K 0.02%
1,408
393
$30.1K 0.02%
3,318
394
$30K 0.02%
1,145
+218
395
$29.9K 0.02%
1,886
396
$29.9K 0.02%
456
397
$29.8K 0.02%
507
+81
398
$29.8K 0.02%
625
399
$29.7K 0.02%
720
400
$29.5K 0.02%
540
14 15
16
17 18