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
826
$6.94K ﹤0.01%
500
-510
827
$6.92K ﹤0.01%
+1,467
828
$6.87K ﹤0.01%
1,734
+1,538
829
$6.86K ﹤0.01%
241
830
$6.72K ﹤0.01%
1,062
-148
831
$6.72K ﹤0.01%
160
832
$6.7K ﹤0.01%
366
833
$6.63K ﹤0.01%
+321
834
$6.62K ﹤0.01%
124
-15
835
$6.55K ﹤0.01%
223
836
$6.52K ﹤0.01%
+244
837
$6.47K ﹤0.01%
154
-64
838
$6.46K ﹤0.01%
172
839
$6.46K ﹤0.01%
63
840
$6.43K ﹤0.01%
157
841
$6.38K ﹤0.01%
49
+3
842
$6.35K ﹤0.01%
70
843
$6.32K ﹤0.01%
+250
844
$6.31K ﹤0.01%
56
+5
845
$6.24K ﹤0.01%
+482
846
$6.18K ﹤0.01%
+363
847
$6.17K ﹤0.01%
572
848
$6.16K ﹤0.01%
207
-624
849
$6.08K ﹤0.01%
41
850
$6.07K ﹤0.01%
132
32 33
34
35 36