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
851
$8.62K 0.01%
55
852
$8.59K 0.01%
+446
853
$8.56K 0.01%
243
-5
854
$8.56K 0.01%
486
855
$8.52K 0.01%
+494
856
$8.49K 0.01%
288
857
$8.44K 0.01%
+231
858
$8.41K 0.01%
+409
859
$8.39K 0.01%
79
860
$8.38K 0.01%
373
861
$8.23K 0.01%
123
+76
862
$8.21K 0.01%
477
863
$8.14K 0.01%
103
864
$8.04K 0.01%
305
865
$8.01K 0.01%
196
866
$8K 0.01%
+2,186
867
$7.92K 0.01%
23
-36
868
$7.9K 0.01%
385
869
$7.82K 0.01%
98
870
$7.79K 0.01%
311
-9
871
$7.79K 0.01%
49
872
$7.74K 0.01%
106
873
$7.6K 0.01%
117
-153
874
$7.43K 0.01%
+269
875
$7.41K 0.01%
37
-5
33 34
35
36 37