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
851
$6.07K ﹤0.01%
+243
852
$6.06K ﹤0.01%
+719
853
$6.05K ﹤0.01%
1,298
854
$6.04K ﹤0.01%
76
855
$6.03K ﹤0.01%
190
-368
856
$5.95K ﹤0.01%
133
857
$5.9K ﹤0.01%
45
858
$5.88K ﹤0.01%
381
+70
859
$5.88K ﹤0.01%
552
-320
860
$5.8K ﹤0.01%
+107
861
$5.79K ﹤0.01%
409
-109
862
$5.78K ﹤0.01%
790
863
$5.74K ﹤0.01%
2,037
-435
864
$5.74K ﹤0.01%
51
865
$5.68K ﹤0.01%
53
866
$5.67K ﹤0.01%
87
867
$5.66K ﹤0.01%
595
+201
868
$5.62K ﹤0.01%
237
869
$5.61K ﹤0.01%
48
870
$5.6K ﹤0.01%
245
-249
871
$5.58K ﹤0.01%
318
+52
872
$5.58K ﹤0.01%
71
873
$5.49K ﹤0.01%
385
874
$5.48K ﹤0.01%
704
-470
875
$5.39K ﹤0.01%
446
-1,142
33 34
35
36 37