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
801
$7.84K 0.01%
+368
802
$7.79K 0.01%
140
803
$7.77K 0.01%
378
804
$7.49K ﹤0.01%
88
+82
805
$7.49K ﹤0.01%
288
806
$7.48K ﹤0.01%
90
807
$7.45K ﹤0.01%
1,085
808
$7.4K ﹤0.01%
46
+6
809
$7.39K ﹤0.01%
262
810
$7.39K ﹤0.01%
142
811
$7.39K ﹤0.01%
695
812
$7.38K ﹤0.01%
130
+24
813
$7.32K ﹤0.01%
512
814
$7.32K ﹤0.01%
59
815
$7.21K ﹤0.01%
192
-128
816
$7.17K ﹤0.01%
1,255
817
$7.14K ﹤0.01%
104
818
$7.1K ﹤0.01%
+255
819
$7.1K ﹤0.01%
79
820
$7.08K ﹤0.01%
490
821
$7.08K ﹤0.01%
+224
822
$7.06K ﹤0.01%
513
823
$7.03K ﹤0.01%
389
824
$6.97K ﹤0.01%
55
825
$6.96K ﹤0.01%
42
31 32
33
34 35