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
26
$795K 0.57%
5,084
+600
27
$781K 0.56%
3,913
+349
28
$775K 0.55%
4,850
+15
29
$762K 0.55%
12,226
30
$727K 0.52%
5,344
31
$724K 0.52%
21,492
+316
32
$711K 0.51%
40,347
+11,562
33
$693K 0.5%
14,492
+1,150
34
$668K 0.48%
6,721
35
$658K 0.47%
4,485
+418
36
$651K 0.47%
5,978
-315
37
$639K 0.46%
5,338
+7
38
$630K 0.45%
11,974
+50
39
$608K 0.44%
14,896
+1,200
40
$607K 0.43%
4,117
+250
41
$585K 0.42%
10,253
42
$571K 0.41%
6,667
-1,286
43
$570K 0.41%
11,000
+220
44
$569K 0.41%
15,399
+25
45
$535K 0.38%
6,749
+360
46
$529K 0.38%
10,087
+368
47
$492K 0.35%
9,540
48
$484K 0.35%
4,435
+411
49
$480K 0.34%
3,572
+5
50
$479K 0.34%
17,801
+1,059
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