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
426
$27.2K 0.02%
+948
427
$27.1K 0.02%
807
428
$27.1K 0.02%
1,502
429
$27.1K 0.02%
459
+56
430
$27.1K 0.02%
+1,093
431
$26.8K 0.02%
929
432
$26.3K 0.02%
287
433
$26.2K 0.02%
563
+455
434
$26.2K 0.02%
656
+256
435
$26.2K 0.02%
1,426
436
$26.2K 0.02%
553
437
$26.1K 0.02%
786
+82
438
$26.1K 0.02%
501
439
$26.1K 0.02%
590
440
$26K 0.02%
1,058
441
$25.8K 0.02%
712
442
$25.8K 0.02%
418
443
$25.7K 0.02%
651
444
$25.7K 0.02%
386
445
$25.2K 0.02%
+966
446
$25.2K 0.02%
612
447
$25.1K 0.02%
428
448
$25.1K 0.02%
612
449
$25K 0.02%
+1,760
450
$24.8K 0.02%
552
16 17
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