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
901
$5.66K ﹤0.01%
422
+66
902
$5.64K ﹤0.01%
280
903
$5.56K ﹤0.01%
352
904
$5.54K ﹤0.01%
94
905
$5.51K ﹤0.01%
133
906
$5.42K ﹤0.01%
183
907
$5.39K ﹤0.01%
600
908
$5.38K ﹤0.01%
71
909
$5.23K ﹤0.01%
195
910
$5.23K ﹤0.01%
108
911
$5.18K ﹤0.01%
35
912
$5.05K ﹤0.01%
190
913
$4.99K ﹤0.01%
449
914
$4.99K ﹤0.01%
91
915
$4.95K ﹤0.01%
276
916
$4.93K ﹤0.01%
87
917
$4.86K ﹤0.01%
41
918
$4.86K ﹤0.01%
46
919
$4.66K ﹤0.01%
296
920
$4.65K ﹤0.01%
216
921
$4.65K ﹤0.01%
246
922
$4.59K ﹤0.01%
87
923
$4.58K ﹤0.01%
51
924
$4.57K ﹤0.01%
23
925
$4.5K ﹤0.01%
48
35 36
37
38 39