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
526
$22.3K 0.02%
522
527
$22.3K 0.02%
371
528
$22.3K 0.02%
521
529
$22.2K 0.02%
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530
$22.1K 0.02%
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531
$22.1K 0.02%
+1,583
532
$22K 0.02%
368
533
$21.9K 0.02%
445
534
$21.9K 0.02%
651
535
$21.8K 0.02%
424
536
$21.8K 0.02%
502
537
$21.6K 0.02%
1,415
+484
538
$21.6K 0.02%
231
539
$21.5K 0.02%
456
540
$21.4K 0.02%
388
541
$21.4K 0.02%
1,729
-1,313
542
$21.3K 0.02%
353
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$21.3K 0.02%
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$21.1K 0.02%
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$21K 0.02%
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546
$21K 0.02%
230
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547
$21K 0.02%
378
548
$20.9K 0.02%
297
549
$20.9K 0.02%
348
550
$20.8K 0.01%
257
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