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
451
$24.8K 0.02%
549
452
$24.8K 0.02%
371
-34
453
$24.7K 0.02%
880
+40
454
$24.7K 0.02%
514
455
$24.6K 0.02%
553
456
$24.6K 0.02%
183
457
$24.6K 0.02%
1,453
458
$24.5K 0.02%
328
-69
459
$24.5K 0.02%
1,100
460
$24.5K 0.02%
670
461
$24.4K 0.02%
153
+4
462
$24.3K 0.02%
266
463
$24.3K 0.02%
359
464
$24.3K 0.02%
635
+561
465
$24.2K 0.02%
568
-29
466
$24.2K 0.02%
1,018
467
$24K 0.02%
342
468
$24K 0.02%
1,880
469
$23.9K 0.02%
593
470
$23.6K 0.02%
328
471
$23.6K 0.02%
436
472
$23.6K 0.02%
1,165
473
$23.5K 0.02%
2,683
474
$23.4K 0.02%
148
+69
475
$23.3K 0.02%
2,017
17 18
19
20 21