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
726
$10.7K 0.01%
237
727
$10.7K 0.01%
381
728
$10.6K 0.01%
401
729
$10.6K 0.01%
149
730
$10.6K 0.01%
75
731
$10.6K 0.01%
191
732
$10.5K 0.01%
515
733
$10.5K 0.01%
330
-102
734
$10.4K 0.01%
244
735
$10.4K 0.01%
195
+1
736
$10.4K 0.01%
912
737
$10.3K 0.01%
196
-111
738
$10.3K 0.01%
141
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739
$10.3K 0.01%
175
740
$10.2K 0.01%
297
741
$10.1K 0.01%
390
742
$10.1K 0.01%
369
743
$10K 0.01%
416
744
$9.94K 0.01%
494
745
$9.9K 0.01%
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746
$9.9K 0.01%
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747
$9.88K 0.01%
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748
$9.85K 0.01%
274
+46
749
$9.85K 0.01%
182
750
$9.8K 0.01%
95
+9
28 29
30
31 32