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
776
$11.4K 0.01%
251
777
$11.3K 0.01%
234
778
$11.2K 0.01%
358
779
$11.1K 0.01%
111
780
$11.1K 0.01%
912
781
$11.1K 0.01%
+191
782
$11.1K 0.01%
257
783
$11K 0.01%
378
784
$11K 0.01%
+500
785
$11K 0.01%
1,068
786
$10.9K 0.01%
+402
787
$10.8K 0.01%
+1,238
788
$10.8K 0.01%
227
789
$10.7K 0.01%
231
790
$10.7K 0.01%
76
791
$10.6K 0.01%
574
792
$10.6K 0.01%
390
793
$10.5K 0.01%
+249
794
$10.4K 0.01%
228
795
$10.4K 0.01%
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796
$10.3K 0.01%
416
797
$10.2K 0.01%
139
798
$10.2K 0.01%
+173
799
$10.1K 0.01%
182
800
$10.1K 0.01%
129
30 31
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