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
676
$14.7K 0.01%
283
+142
677
$14.7K 0.01%
99
+24
678
$14.6K 0.01%
839
679
$14.6K 0.01%
28
680
$14.5K 0.01%
1,061
681
$14.5K 0.01%
+383
682
$14.4K 0.01%
1,345
683
$14.4K 0.01%
675
-46
684
$14.2K 0.01%
135
685
$14.2K 0.01%
515
686
$14.2K 0.01%
452
-212
687
$14.2K 0.01%
501
688
$14.2K 0.01%
61
689
$14.1K 0.01%
172
690
$14.1K 0.01%
452
691
$14.1K 0.01%
425
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692
$14K 0.01%
266
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693
$13.9K 0.01%
+1,512
694
$13.8K 0.01%
96
695
$13.8K 0.01%
211
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696
$13.8K 0.01%
281
697
$13.8K 0.01%
237
698
$13.8K 0.01%
392
699
$13.7K 0.01%
394
700
$13.7K 0.01%
902
26 27
28
29 30