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
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.44M
3
+$3.02M
4
ABT icon
Abbott
ABT
+$2.41M
5
MCD icon
McDonald's
MCD
+$2.31M

Top Sells

1
+$2.92M
2
+$724K
3
+$710K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$385K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$280K

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
901
$4.54K ﹤0.01%
91
902
$4.53K ﹤0.01%
246
903
$4.51K ﹤0.01%
293
+87
904
$4.47K ﹤0.01%
63
905
$4.38K ﹤0.01%
276
906
$4.34K ﹤0.01%
23
907
$4.31K ﹤0.01%
+37
908
$4.31K ﹤0.01%
27
+9
909
$4.3K ﹤0.01%
147
+31
910
$4.28K ﹤0.01%
162
911
$4.18K ﹤0.01%
296
912
$4.1K ﹤0.01%
88
-17
913
$4.04K ﹤0.01%
4
914
$4K ﹤0.01%
352
915
$3.99K ﹤0.01%
31
-10
916
$3.94K ﹤0.01%
66
+13
917
$3.93K ﹤0.01%
600
918
$3.9K ﹤0.01%
38
919
$3.9K ﹤0.01%
378
920
$3.89K ﹤0.01%
917
921
$3.87K ﹤0.01%
60
922
$3.79K ﹤0.01%
46
923
$3.76K ﹤0.01%
57
924
$3.73K ﹤0.01%
58
925
$3.65K ﹤0.01%
35
35 36
37
38 39