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
426
$29.5K 0.02%
403
427
$29.1K 0.02%
553
428
$29K 0.02%
1,397
429
$28.9K 0.02%
479
430
$28.7K 0.02%
418
+82
431
$28.7K 0.02%
501
432
$28.4K 0.02%
827
433
$28.4K 0.02%
546
434
$28.3K 0.02%
834
435
$28.2K 0.02%
1,001
436
$28.2K 0.02%
2,646
437
$28.1K 0.02%
266
438
$28K 0.02%
82
439
$28K 0.02%
1,502
440
$27.9K 0.02%
1,166
+407
441
$27.7K 0.02%
704
+18
442
$27.7K 0.02%
353
443
$27.6K 0.02%
702
444
$27.5K 0.02%
564
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445
$27.5K 0.02%
328
446
$27.3K 0.02%
1,679
447
$27.3K 0.02%
509
448
$27.3K 0.02%
4,529
449
$27.3K 0.02%
578
450
$27.1K 0.02%
395
16 17
18
19 20