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
701
$13.7K 0.01%
722
702
$13.7K 0.01%
140
+15
703
$13.6K 0.01%
98
+87
704
$13.6K 0.01%
832
705
$13.6K 0.01%
843
706
$13.6K 0.01%
475
707
$13.5K 0.01%
848
708
$13.5K 0.01%
+251
709
$13.5K 0.01%
178
710
$13.5K 0.01%
253
-17
711
$13.4K 0.01%
401
712
$13.3K 0.01%
280
713
$13.3K 0.01%
208
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714
$13.2K 0.01%
196
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715
$13.2K 0.01%
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716
$13.2K 0.01%
275
717
$13.2K 0.01%
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$13.1K 0.01%
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719
$13.1K 0.01%
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$13.1K 0.01%
264
722
$13.1K 0.01%
424
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$13.1K 0.01%
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724
$13K 0.01%
100
725
$13K 0.01%
262
27 28
29
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