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
876
$5.34K ﹤0.01%
56
877
$5.33K ﹤0.01%
3,172
878
$5.32K ﹤0.01%
155
879
$5.26K ﹤0.01%
280
880
$5.25K ﹤0.01%
443
-1,589
881
$5.21K ﹤0.01%
397
-372
882
$5.2K ﹤0.01%
344
883
$5.2K ﹤0.01%
113
+19
884
$5.17K ﹤0.01%
137
885
$5.13K ﹤0.01%
100
-6
886
$5.11K ﹤0.01%
114
+25
887
$5.04K ﹤0.01%
51
+47
888
$5.04K ﹤0.01%
+23
889
$4.96K ﹤0.01%
291
+69
890
$4.9K ﹤0.01%
51
891
$4.88K ﹤0.01%
195
892
$4.86K ﹤0.01%
183
893
$4.75K ﹤0.01%
66
894
$4.75K ﹤0.01%
98
895
$4.7K ﹤0.01%
414
-687
896
$4.66K ﹤0.01%
51
897
$4.66K ﹤0.01%
23
-14
898
$4.64K ﹤0.01%
+226
899
$4.6K ﹤0.01%
54
900
$4.59K ﹤0.01%
1,069
34 35
36
37 38