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
451
$24.8K 0.02%
552
452
$24.8K 0.02%
549
453
$24.8K 0.02%
371
-34
454
$24.7K 0.02%
880
+40
455
$24.7K 0.02%
514
456
$24.6K 0.02%
553
457
$24.6K 0.02%
183
458
$24.6K 0.02%
1,453
459
$24.5K 0.02%
328
-69
460
$24.5K 0.02%
1,100
461
$24.5K 0.02%
670
462
$24.4K 0.02%
153
+4
463
$24.3K 0.02%
266
464
$24.3K 0.02%
359
465
$24.3K 0.02%
635
+561
466
$24.2K 0.02%
568
-29
467
$24.2K 0.02%
1,018
468
$24K 0.02%
342
469
$24K 0.02%
1,880
470
$23.9K 0.02%
593
471
$23.6K 0.02%
328
472
$23.6K 0.02%
436
473
$23.6K 0.02%
1,165
474
$23.5K 0.02%
2,683
475
$23.4K 0.02%
148
+69
17 18
19
20 21