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
851
$8.49K 0.01%
288
852
$8.44K 0.01%
+231
853
$8.41K 0.01%
+409
854
$8.39K 0.01%
79
855
$8.38K 0.01%
373
856
$8.23K 0.01%
123
+76
857
$8.21K 0.01%
477
858
$8.14K 0.01%
103
859
$8.04K 0.01%
20
860
$8.01K 0.01%
196
861
$8K 0.01%
+2,186
862
$7.92K 0.01%
23
-36
863
$7.9K 0.01%
385
864
$7.82K 0.01%
98
865
$7.79K 0.01%
311
-9
866
$7.79K 0.01%
49
867
$7.74K 0.01%
106
868
$7.6K 0.01%
117
-153
869
$7.43K 0.01%
+269
870
$7.41K 0.01%
37
-5
871
$7.29K 0.01%
833
872
$7.28K 0.01%
344
873
$7.26K 0.01%
262
874
$7.21K 0.01%
97
+60
875
$7.13K 0.01%
142
33 34
35
36 37