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
476
$23.3K 0.02%
2,017
477
$23.1K 0.01%
568
478
$23.1K 0.01%
608
+565
479
$23.1K 0.01%
2,646
480
$23.1K 0.01%
747
481
$23K 0.01%
241
-84
482
$22.9K 0.01%
910
483
$22.9K 0.01%
666
484
$22.8K 0.01%
692
-13
485
$22.8K 0.01%
250
+77
486
$22.8K 0.01%
371
487
$22.8K 0.01%
860
488
$22.6K 0.01%
305
489
$22.6K 0.01%
472
490
$22.5K 0.01%
642
+169
491
$22.3K 0.01%
1,211
-151
492
$22.1K 0.01%
1,894
493
$22K 0.01%
308
494
$21.8K 0.01%
1,286
495
$21.8K 0.01%
+839
496
$21.8K 0.01%
572
497
$21.8K 0.01%
235
+132
498
$21.7K 0.01%
1,372
499
$21.7K 0.01%
487
500
$21.6K 0.01%
2,046
18 19
20
21 22