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
51
$472K 0.34%
4,985
52
$468K 0.34%
6,531
+18
53
$467K 0.33%
4,493
-121
54
$457K 0.33%
10,659
55
$437K 0.31%
3,868
-1,494
56
$433K 0.31%
8,331
+263
57
$432K 0.31%
2,019
58
$432K 0.31%
2,533
59
$424K 0.3%
10,928
60
$393K 0.28%
3,054
+7
61
$390K 0.28%
1,190
+16
62
$366K 0.26%
2,357
+100
63
$365K 0.26%
7,987
+200
64
$360K 0.26%
10,536
65
$348K 0.25%
1,031
+10
66
$344K 0.25%
1,800
-201
67
$344K 0.25%
3,685
68
$341K 0.24%
5,205
+400
69
$338K 0.24%
3,857
70
$335K 0.24%
8,023
71
$334K 0.24%
5,768
72
$331K 0.24%
1,249
73
$325K 0.23%
1,292
74
$322K 0.23%
8,538
-128
75
$306K 0.22%
15,070
1 2
3
4 5