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
$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
51
$525K 0.34%
2,109
+90
52
$523K 0.34%
4,117
53
$518K 0.33%
7,900
+5,819
54
$517K 0.33%
3,741
+77
55
$507K 0.33%
4,492
-3,421
56
$502K 0.32%
11,583
+924
57
$497K 0.32%
4,501
+66
58
$497K 0.32%
4,559
-625
59
$490K 0.32%
4,511
-65
60
$489K 0.32%
2,513
-10
61
$477K 0.31%
53,740
+6,837
62
$440K 0.28%
4,652
+148
63
$431K 0.28%
5,320
-1,894
64
$431K 0.28%
9,343
-474
65
$412K 0.27%
10,928
66
$398K 0.26%
13,042
-2,765
67
$385K 0.25%
5,772
-457
68
$377K 0.24%
6,339
-170
69
$374K 0.24%
17,336
+1,896
70
$373K 0.24%
1,157
-33
71
$372K 0.24%
5,783
72
$370K 0.24%
10,875
+339
73
$370K 0.24%
3,561
+2,685
74
$355K 0.23%
5,199
+7
75
$352K 0.23%
2,357
1 2
3
4 5