SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
+$1.6M
2
+$403K
3
+$301K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$272K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$204K

Top Sells

1
+$221K
2
+$176K
3
+$169K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$157K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$132K

Sector Composition

1 Financials 19.01%
2 Technology 9.2%
3 Healthcare 6.96%
4 Industrials 5.64%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$29.6K 0.02%
294
427
$29.5K 0.02%
1,125
428
$29.5K 0.02%
183
+13
429
$29.5K 0.02%
403
430
$29.1K 0.02%
553
431
$29K 0.02%
1,397
432
$28.9K 0.02%
479
433
$28.7K 0.02%
418
+82
434
$28.7K 0.02%
501
435
$28.4K 0.02%
827
436
$28.4K 0.02%
546
437
$28.3K 0.02%
834
438
$28.2K 0.02%
1,001
439
$28.2K 0.02%
2,646
440
$28.1K 0.02%
266
441
$28K 0.02%
82
442
$28K 0.02%
1,502
443
$27.9K 0.02%
1,166
+407
444
$27.7K 0.02%
704
+18
445
$27.7K 0.02%
353
446
$27.6K 0.02%
702
447
$27.5K 0.02%
564
+2
448
$27.5K 0.02%
328
449
$27.3K 0.02%
1,679
450
$27.3K 0.02%
509
16 17
18
19 20