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
401
$29.5K 0.02%
1,768
402
$29.4K 0.02%
3,560
+941
403
$29.4K 0.02%
549
404
$29.4K 0.02%
929
405
$29.4K 0.02%
120
406
$29.2K 0.02%
1,112
+46
407
$29.2K 0.02%
1,004
408
$29.1K 0.02%
905
409
$29K 0.02%
1,397
410
$28.9K 0.02%
231
411
$28.6K 0.02%
529
412
$28.6K 0.02%
1,103
+359
413
$28.5K 0.02%
288
+47
414
$28.5K 0.02%
230
415
$28.5K 0.02%
555
+103
416
$28.4K 0.02%
578
417
$28.1K 0.02%
465
418
$28.1K 0.02%
1,166
419
$28K 0.02%
707
+10
420
$28K 0.02%
539
+156
421
$27.8K 0.02%
340
422
$27.7K 0.02%
1,123
423
$27.5K 0.02%
994
424
$27.5K 0.02%
417
425
$27.3K 0.02%
426
15 16
17
18 19