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
701
$13.8K 0.01%
281
702
$13.8K 0.01%
237
703
$13.8K 0.01%
392
704
$13.7K 0.01%
394
705
$13.7K 0.01%
902
706
$13.7K 0.01%
722
707
$13.7K 0.01%
140
+15
708
$13.6K 0.01%
98
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709
$13.6K 0.01%
832
710
$13.6K 0.01%
843
711
$13.6K 0.01%
475
712
$13.5K 0.01%
848
713
$13.5K 0.01%
+251
714
$13.5K 0.01%
178
715
$13.5K 0.01%
253
-17
716
$13.4K 0.01%
401
717
$13.3K 0.01%
280
718
$13.3K 0.01%
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719
$13.2K 0.01%
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$13.2K 0.01%
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721
$13.2K 0.01%
275
722
$13.2K 0.01%
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723
$13.1K 0.01%
2,267
724
$13.1K 0.01%
289
725
$13.1K 0.01%
307
+205
27 28
29
30 31