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
801
$10K 0.01%
+29
802
$9.98K 0.01%
104
803
$9.95K 0.01%
265
804
$9.93K 0.01%
369
805
$9.89K 0.01%
+383
806
$9.8K 0.01%
95
807
$9.79K 0.01%
870
808
$9.74K 0.01%
234
-196
809
$9.72K 0.01%
513
810
$9.71K 0.01%
190
811
$9.66K 0.01%
525
812
$9.6K 0.01%
722
813
$9.59K 0.01%
86
814
$9.56K 0.01%
137
815
$9.56K 0.01%
330
816
$9.52K 0.01%
297
817
$9.51K 0.01%
90
818
$9.42K 0.01%
394
819
$9.41K 0.01%
76
820
$9.39K 0.01%
179
821
$9.37K 0.01%
378
822
$9.36K 0.01%
80
823
$9.36K 0.01%
239
824
$9.35K 0.01%
115
825
$9.23K 0.01%
101
31 32
33
34 35