SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
+$1.6M
2
+$403K
3
+$301K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$272K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$204K

Top Sells

1
+$221K
2
+$176K
3
+$169K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$157K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$132K

Sector Composition

1 Financials 19.01%
2 Technology 9.2%
3 Healthcare 6.96%
4 Industrials 5.64%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$14.9K 0.01%
+59
677
$14.9K 0.01%
380
678
$14.8K 0.01%
852
679
$14.8K 0.01%
242
680
$14.8K 0.01%
173
681
$14.7K 0.01%
283
+142
682
$14.7K 0.01%
99
+24
683
$14.6K 0.01%
839
684
$14.6K 0.01%
28
685
$14.5K 0.01%
1,061
686
$14.5K 0.01%
+383
687
$14.4K 0.01%
1,345
688
$14.4K 0.01%
675
-46
689
$14.2K 0.01%
135
690
$14.2K 0.01%
515
691
$14.2K 0.01%
452
-212
692
$14.2K 0.01%
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693
$14.2K 0.01%
61
694
$14.1K 0.01%
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695
$14.1K 0.01%
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696
$14.1K 0.01%
425
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697
$14K 0.01%
266
-17
698
$13.9K 0.01%
+1,512
699
$13.8K 0.01%
96
700
$13.8K 0.01%
211
+3
26 27
28
29 30