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
751
$9.76K 0.01%
347
752
$9.72K 0.01%
101
753
$9.71K 0.01%
488
754
$9.71K 0.01%
26
+3
755
$9.7K 0.01%
843
+64
756
$9.68K 0.01%
+252
757
$9.63K 0.01%
230
758
$9.63K 0.01%
+1,299
759
$9.63K 0.01%
500
760
$9.61K 0.01%
349
761
$9.52K 0.01%
190
762
$9.5K 0.01%
+1,296
763
$9.45K 0.01%
186
764
$9.35K 0.01%
384
765
$9.34K 0.01%
+162
766
$9.29K 0.01%
+889
767
$9.27K 0.01%
658
-554
768
$9.2K 0.01%
137
769
$9.16K 0.01%
89
+11
770
$9.1K 0.01%
387
771
$9.08K 0.01%
173
772
$9.02K 0.01%
88
773
$8.97K 0.01%
179
774
$8.9K 0.01%
574
775
$8.89K 0.01%
+285
29 30
31
32 33