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
876
$7.29K 0.01%
833
877
$7.28K 0.01%
344
878
$7.26K 0.01%
262
879
$7.21K 0.01%
97
+60
880
$7.13K 0.01%
142
881
$7.12K 0.01%
550
882
$7.12K 0.01%
366
883
$7.1K 0.01%
186
884
$7.04K 0.01%
1,069
885
$6.82K ﹤0.01%
160
886
$6.81K ﹤0.01%
157
887
$6.8K ﹤0.01%
248
888
$6.67K ﹤0.01%
587
-38
889
$6.67K ﹤0.01%
+1,026
890
$6.66K ﹤0.01%
419
891
$6.61K ﹤0.01%
577
-108
892
$6.58K ﹤0.01%
51
893
$6.55K ﹤0.01%
389
894
$6.48K ﹤0.01%
126
-218
895
$6.46K ﹤0.01%
170
-609
896
$6.44K ﹤0.01%
43
897
$6.28K ﹤0.01%
51
898
$6.22K ﹤0.01%
440
899
$6.19K ﹤0.01%
78
900
$6.15K ﹤0.01%
56
34 35
36
37 38