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
1,219
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.16M
3
+$2.8M
4
ABT icon
Abbott
ABT
+$2.48M
5
MCD icon
McDonald's
MCD
+$2.32M

Top Sells

1
+$2.7M
2
+$650K
3
+$649K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$386K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$272K

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
426
$27.3K 0.02%
426
427
$27.2K 0.02%
+948
428
$27.1K 0.02%
807
429
$27.1K 0.02%
1,502
430
$27.1K 0.02%
459
+56
431
$27.1K 0.02%
+1,093
432
$26.8K 0.02%
921
433
$26.3K 0.02%
287
434
$26.2K 0.02%
563
+455
435
$26.2K 0.02%
656
+256
436
$26.2K 0.02%
1,426
437
$26.2K 0.02%
553
438
$26.1K 0.02%
786
+82
439
$26.1K 0.02%
501
440
$26.1K 0.02%
590
441
$26K 0.02%
1,058
442
$25.8K 0.02%
712
443
$25.8K 0.02%
418
444
$25.7K 0.02%
651
445
$25.7K 0.02%
386
446
$25.2K 0.02%
+966
447
$25.2K 0.02%
612
448
$25.1K 0.02%
428
449
$25.1K 0.02%
612
450
$25K 0.02%
+1,760
16 17
18
19 20