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
501
$23.7K 0.02%
287
502
$23.7K 0.02%
198
-77
503
$23.6K 0.02%
720
504
$23.6K 0.02%
572
505
$23.5K 0.02%
+2,460
506
$23.5K 0.02%
93
-112
507
$23.4K 0.02%
+450
508
$23.4K 0.02%
929
509
$23.3K 0.02%
625
510
$23.1K 0.02%
409
511
$23.1K 0.02%
372
512
$23.1K 0.02%
553
513
$23.1K 0.02%
+720
514
$23K 0.02%
381
+187
515
$22.9K 0.02%
470
516
$22.9K 0.02%
+812
517
$22.8K 0.02%
173
518
$22.8K 0.02%
+1,383
519
$22.7K 0.02%
714
-124
520
$22.7K 0.02%
557
521
$22.7K 0.02%
922
522
$22.6K 0.02%
601
523
$22.5K 0.02%
1,654
524
$22.5K 0.02%
+655
525
$22.5K 0.02%
532
+397
19 20
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