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
526
$19.7K 0.01%
347
527
$19.6K 0.01%
289
+24
528
$19.6K 0.01%
986
529
$19.5K 0.01%
615
+223
530
$19.5K 0.01%
521
531
$19.5K 0.01%
306
+129
532
$19.5K 0.01%
440
533
$19.4K 0.01%
2,538
+31
534
$19.4K 0.01%
922
535
$19.2K 0.01%
615
536
$19K 0.01%
1,061
537
$19K 0.01%
334
538
$19K 0.01%
1,042
-488
539
$18.9K 0.01%
1,345
540
$18.9K 0.01%
1,431
541
$18.8K 0.01%
424
542
$18.8K 0.01%
293
543
$18.8K 0.01%
496
544
$18.7K 0.01%
+3,844
545
$18.7K 0.01%
124
546
$18.4K 0.01%
790
547
$18.3K 0.01%
172
+14
548
$18.3K 0.01%
792
549
$18.3K 0.01%
922
550
$18.3K 0.01%
709
20 21
22
23 24