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
501
$21.6K 0.01%
206
502
$21.3K 0.01%
285
503
$21.2K 0.01%
2,190
504
$21.2K 0.01%
328
505
$21.1K 0.01%
630
506
$21K 0.01%
579
-615
507
$21K 0.01%
185
-23
508
$21K 0.01%
789
-6
509
$21K 0.01%
581
+87
510
$20.9K 0.01%
372
511
$20.8K 0.01%
1,560
+239
512
$20.8K 0.01%
353
513
$20.8K 0.01%
238
+12
514
$20.5K 0.01%
+1,361
515
$20.5K 0.01%
1,066
516
$20.3K 0.01%
448
+29
517
$20.3K 0.01%
1,234
518
$20.3K 0.01%
786
+523
519
$20.2K 0.01%
378
520
$20K 0.01%
578
521
$19.9K 0.01%
3,270
+2,590
522
$19.9K 0.01%
1,140
523
$19.8K 0.01%
454
524
$19.8K 0.01%
+775
525
$19.8K 0.01%
418
19 20
21
22 23