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
$140M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,166
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$411K
3
+$307K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$270K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$208K

Top Sells

1
+$202K
2
+$178K
3
+$168K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$158K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$133K

Sector Composition

1 Financials 19.01%
2 Technology 9.2%
3 Healthcare 6.96%
4 Industrials 5.6%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$25.2K 0.02%
1,123
477
$25.2K 0.02%
1,100
478
$25.1K 0.02%
927
479
$25K 0.02%
992
480
$24.9K 0.02%
473
481
$24.8K 0.02%
1,894
482
$24.8K 0.02%
615
483
$24.6K 0.02%
4,404
484
$24.6K 0.02%
359
+266
485
$24.6K 0.02%
619
+487
486
$24.6K 0.02%
340
-596
487
$24.5K 0.02%
120
+10
488
$24.5K 0.02%
342
489
$24.4K 0.02%
506
490
$24.4K 0.02%
564
491
$24.3K 0.02%
2,619
492
$24.3K 0.02%
713
493
$24.3K 0.02%
1,880
494
$24.2K 0.02%
670
495
$24.2K 0.02%
572
496
$24.1K 0.02%
744
497
$24.1K 0.02%
1,453
498
$24K 0.02%
1,312
499
$23.9K 0.02%
328
500
$23.8K 0.02%
549
18 19
20
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