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
476
$23.1K 0.01%
568
477
$23.1K 0.01%
608
+565
478
$23.1K 0.01%
2,646
479
$23.1K 0.01%
747
480
$23K 0.01%
241
-84
481
$22.9K 0.01%
910
482
$22.9K 0.01%
666
483
$22.8K 0.01%
692
-13
484
$22.8K 0.01%
250
+77
485
$22.8K 0.01%
371
486
$22.8K 0.01%
860
487
$22.6K 0.01%
305
488
$22.6K 0.01%
472
489
$22.5K 0.01%
642
+169
490
$22.3K 0.01%
1,211
-151
491
$22.1K 0.01%
1,894
492
$22K 0.01%
308
493
$21.8K 0.01%
1,286
494
$21.8K 0.01%
+839
495
$21.8K 0.01%
572
496
$21.8K 0.01%
235
+132
497
$21.7K 0.01%
1,372
498
$21.7K 0.01%
487
499
$21.6K 0.01%
2,046
500
$21.6K 0.01%
206
18 19
20
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