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
$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
26
$1.05M 0.68%
11,449
+4,670
27
$1.04M 0.67%
6,060
+90
28
$1.04M 0.67%
22,987
+15,000
29
$956K 0.62%
9,797
+62
30
$910K 0.59%
13,346
-568
31
$900K 0.58%
16,017
+1,394
32
$900K 0.58%
17,422
-5,108
33
$856K 0.55%
3,425
+2,452
34
$853K 0.55%
20,587
+297
35
$819K 0.53%
8,865
+5,000
36
$805K 0.52%
15,540
+6,000
37
$776K 0.5%
16,542
+510
38
$764K 0.49%
3,743
-3
39
$738K 0.48%
52,070
-4,348
40
$706K 0.46%
5,353
+32
41
$693K 0.45%
43,359
-2,469
42
$668K 0.43%
5,103
-181
43
$666K 0.43%
5,081
+453
44
$656K 0.42%
15,092
+196
45
$602K 0.39%
11,582
+7,328
46
$588K 0.38%
11,587
-2,137
47
$569K 0.37%
19,104
+13,019
48
$565K 0.36%
2,977
+2,393
49
$542K 0.35%
10,974
-1,216
50
$537K 0.35%
14,181
-17
1
2
3 4 5