SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
+$1.6M
2
+$403K
3
+$301K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$272K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$204K

Top Sells

1
+$221K
2
+$176K
3
+$169K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$157K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$132K

Sector Composition

1 Financials 19.01%
2 Technology 9.2%
3 Healthcare 6.96%
4 Industrials 5.64%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$9.37K 0.01%
378
827
$9.36K 0.01%
80
828
$9.36K 0.01%
239
829
$9.35K 0.01%
115
830
$9.23K 0.01%
101
831
$9.21K 0.01%
264
-80
832
$9.15K 0.01%
488
833
$9.15K 0.01%
+1,262
834
$9.14K 0.01%
230
835
$9.12K 0.01%
222
836
$9.12K 0.01%
40
-123
837
$9.09K 0.01%
+340
838
$9.08K 0.01%
14
839
$9.07K 0.01%
67
840
$8.95K 0.01%
+364
841
$8.91K 0.01%
246
842
$8.87K 0.01%
93
843
$8.83K 0.01%
+1,002
844
$8.81K 0.01%
287
845
$8.79K 0.01%
1,085
846
$8.74K 0.01%
275
847
$8.72K 0.01%
140
848
$8.69K 0.01%
572
849
$8.66K 0.01%
147
850
$8.66K 0.01%
+105
32 33
34
35 36