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
826
$9.21K 0.01%
264
-80
827
$9.15K 0.01%
488
828
$9.15K 0.01%
+1,262
829
$9.14K 0.01%
230
830
$9.12K 0.01%
222
831
$9.12K 0.01%
40
-123
832
$9.09K 0.01%
+340
833
$9.08K 0.01%
14
834
$9.07K 0.01%
67
835
$8.95K 0.01%
+364
836
$8.91K 0.01%
246
837
$8.87K 0.01%
93
838
$8.83K 0.01%
+1,002
839
$8.81K 0.01%
287
840
$8.79K 0.01%
1,085
841
$8.74K 0.01%
275
842
$8.72K 0.01%
140
843
$8.69K 0.01%
572
844
$8.66K 0.01%
147
845
$8.66K 0.01%
+105
846
$8.62K 0.01%
55
847
$8.59K 0.01%
+446
848
$8.56K 0.01%
243
-5
849
$8.56K 0.01%
486
850
$8.52K 0.01%
+494
32 33
34
35 36