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
601
$15.8K 0.01%
1,189
602
$15.7K 0.01%
242
603
$15.7K 0.01%
371
604
$15.6K 0.01%
136
605
$15.6K 0.01%
990
606
$15.6K 0.01%
219
607
$15.5K 0.01%
522
608
$15.5K 0.01%
370
-39
609
$15.5K 0.01%
616
610
$15.3K 0.01%
451
-17
611
$15.3K 0.01%
1,381
612
$15.3K 0.01%
+691
613
$15.2K 0.01%
275
-294
614
$15.2K 0.01%
616
-348
615
$15.2K 0.01%
57
616
$15.2K 0.01%
652
617
$15.1K 0.01%
587
618
$15.1K 0.01%
774
619
$15K 0.01%
157
620
$15K 0.01%
1,520
621
$15K 0.01%
615
622
$15K 0.01%
1,999
-59
623
$14.9K 0.01%
345
624
$14.9K 0.01%
4,728
-1,760
625
$14.8K 0.01%
137
+125
23 24
25
26 27