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
401
$31.4K 0.02%
1,103
+658
402
$31.2K 0.02%
873
403
$30.8K 0.02%
1,711
404
$30.8K 0.02%
109
+3
405
$30.6K 0.02%
1,199
406
$30.5K 0.02%
529
407
$30.4K 0.02%
275
+64
408
$30.2K 0.02%
555
+181
409
$30.2K 0.02%
901
+306
410
$30.1K 0.02%
306
+100
411
$30.1K 0.02%
461
412
$29.8K 0.02%
459
413
$29.8K 0.02%
852
414
$29.8K 0.02%
994
415
$29.8K 0.02%
147
416
$29.7K 0.02%
727
417
$29.7K 0.02%
2,063
+3
418
$29.7K 0.02%
597
+174
419
$29.7K 0.02%
613
420
$29.7K 0.02%
1,004
421
$29.6K 0.02%
481
422
$29.6K 0.02%
1,596
+776
423
$29.6K 0.02%
294
424
$29.5K 0.02%
1,125
425
$29.5K 0.02%
183
+13
15 16
17
18 19