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
1,219
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.16M
3
+$2.8M
4
ABT icon
Abbott
ABT
+$2.48M
5
MCD icon
McDonald's
MCD
+$2.32M

Top Sells

1
+$2.7M
2
+$650K
3
+$649K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$386K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$272K

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
$12.7K 0.01%
576
+537
677
$12.7K 0.01%
502
-16
678
$12.6K 0.01%
226
-61
679
$12.5K 0.01%
275
680
$12.5K 0.01%
516
+208
681
$12.4K 0.01%
226
682
$12.4K 0.01%
251
683
$12.4K 0.01%
+719
684
$12.3K 0.01%
272
685
$12.3K 0.01%
2,267
686
$12.2K 0.01%
303
687
$12.2K 0.01%
161
688
$12.2K 0.01%
377
-374
689
$12.1K 0.01%
325
690
$12.1K 0.01%
1,420
691
$12.1K 0.01%
+407
692
$11.9K 0.01%
424
693
$11.9K 0.01%
76
694
$11.9K 0.01%
+557
695
$11.9K 0.01%
475
696
$11.9K 0.01%
+1,015
697
$11.7K 0.01%
722
698
$11.7K 0.01%
14
699
$11.7K 0.01%
348
700
$11.7K 0.01%
388
26 27
28
29 30