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
676
$12.6K 0.01%
226
-61
677
$12.5K 0.01%
275
678
$12.5K 0.01%
516
+208
679
$12.4K 0.01%
226
680
$12.4K 0.01%
251
681
$12.4K 0.01%
+719
682
$12.3K 0.01%
272
683
$12.3K 0.01%
2,267
684
$12.2K 0.01%
303
685
$12.2K 0.01%
161
686
$12.2K 0.01%
377
-374
687
$12.1K 0.01%
325
688
$12.1K 0.01%
1,420
689
$12.1K 0.01%
+407
690
$11.9K 0.01%
424
691
$11.9K 0.01%
76
692
$11.9K 0.01%
+557
693
$11.9K 0.01%
475
694
$11.9K 0.01%
+1,015
695
$11.7K 0.01%
722
696
$11.7K 0.01%
14
697
$11.7K 0.01%
348
698
$11.7K 0.01%
388
699
$11.6K 0.01%
100
700
$11.5K 0.01%
442
-17
26 27
28
29 30