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
451
$27.3K 0.02%
4,529
452
$27.3K 0.02%
578
453
$27.1K 0.02%
395
454
$27K 0.02%
156
+5
455
$27K 0.02%
710
456
$26.8K 0.02%
465
457
$26.8K 0.02%
639
458
$26.8K 0.02%
218
+100
459
$26.7K 0.02%
481
460
$26.6K 0.02%
154
461
$26.4K 0.02%
1,165
462
$26.2K 0.02%
410
+30
463
$26.1K 0.02%
630
464
$26.1K 0.02%
340
+146
465
$26.1K 0.02%
+1,172
466
$26.1K 0.02%
4,804
-458
467
$26.1K 0.02%
386
468
$26K 0.02%
673
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$25.9K 0.02%
593
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470
$25.9K 0.02%
1,058
471
$25.8K 0.02%
241
472
$25.8K 0.02%
1,133
473
$25.6K 0.02%
16
-138
474
$25.6K 0.02%
1,372
475
$25.5K 0.02%
652
17 18
19
20 21