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
901
$5.92K ﹤0.01%
174
-27
902
$5.92K ﹤0.01%
134
903
$5.88K ﹤0.01%
45
904
$5.85K ﹤0.01%
63
905
$5.66K ﹤0.01%
66
906
$5.66K ﹤0.01%
422
+66
907
$5.64K ﹤0.01%
280
908
$5.56K ﹤0.01%
352
909
$5.54K ﹤0.01%
94
910
$5.51K ﹤0.01%
133
911
$5.42K ﹤0.01%
183
912
$5.39K ﹤0.01%
600
913
$5.38K ﹤0.01%
71
914
$5.23K ﹤0.01%
195
915
$5.23K ﹤0.01%
108
916
$5.18K ﹤0.01%
35
917
$5.05K ﹤0.01%
190
918
$4.99K ﹤0.01%
449
919
$4.99K ﹤0.01%
91
920
$4.95K ﹤0.01%
276
921
$4.93K ﹤0.01%
87
922
$4.86K ﹤0.01%
41
923
$4.86K ﹤0.01%
46
924
$4.66K ﹤0.01%
296
925
$4.65K ﹤0.01%
216
35 36
37
38 39