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
701
$11.6K 0.01%
100
702
$11.5K 0.01%
442
-17
703
$11.4K 0.01%
492
704
$11.4K 0.01%
839
705
$11.4K 0.01%
476
706
$11.3K 0.01%
111
+101
707
$11.3K 0.01%
+704
708
$11.3K 0.01%
572
709
$11.2K 0.01%
+405
710
$11.1K 0.01%
+222
711
$11.1K 0.01%
6
+1
712
$11.1K 0.01%
160
+92
713
$11.1K 0.01%
+458
714
$11.1K 0.01%
1,436
715
$11.1K 0.01%
561
-814
716
$11K 0.01%
76
717
$11K 0.01%
368
718
$10.9K 0.01%
372
719
$10.9K 0.01%
353
720
$10.8K 0.01%
1,102
-55
721
$10.8K 0.01%
445
722
$10.8K 0.01%
1,068
723
$10.7K 0.01%
177
724
$10.7K 0.01%
+505
725
$10.7K 0.01%
227
+213
27 28
29
30 31