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
$140M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,166
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$411K
3
+$307K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$270K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$208K

Top Sells

1
+$202K
2
+$178K
3
+$168K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$158K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$133K

Sector Composition

1 Financials 19.01%
2 Technology 9.2%
3 Healthcare 6.96%
4 Industrials 5.6%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$12.2K 0.01%
411
+96
752
$12.2K 0.01%
76
753
$12.1K 0.01%
88
754
$12.1K 0.01%
1,255
-62
755
$12.1K 0.01%
79
756
$12.1K 0.01%
265
757
$12K 0.01%
349
758
$12K 0.01%
+103
759
$11.9K 0.01%
226
760
$11.9K 0.01%
3,173
761
$11.9K 0.01%
140
762
$11.9K 0.01%
+297
763
$11.9K 0.01%
552
764
$11.8K 0.01%
303
765
$11.7K 0.01%
502
+390
766
$11.6K 0.01%
+138
767
$11.6K 0.01%
1,092
+78
768
$11.6K 0.01%
308
769
$11.5K 0.01%
216
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770
$11.5K 0.01%
+146
771
$11.5K 0.01%
377
772
$11.5K 0.01%
79
773
$11.5K 0.01%
+142
774
$11.5K 0.01%
384
775
$11.4K 0.01%
+291
29 30
31
32 33