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
901
$4.55K ﹤0.01%
59
902
$4.54K ﹤0.01%
+69
903
$4.54K ﹤0.01%
91
904
$4.53K ﹤0.01%
246
905
$4.51K ﹤0.01%
293
+87
906
$4.47K ﹤0.01%
63
907
$4.38K ﹤0.01%
276
908
$4.34K ﹤0.01%
23
909
$4.31K ﹤0.01%
+37
910
$4.31K ﹤0.01%
27
+9
911
$4.3K ﹤0.01%
147
+31
912
$4.28K ﹤0.01%
162
913
$4.18K ﹤0.01%
296
914
$4.1K ﹤0.01%
88
-17
915
$4.04K ﹤0.01%
4
916
$4K ﹤0.01%
352
917
$3.99K ﹤0.01%
31
-10
918
$3.94K ﹤0.01%
66
+13
919
$3.93K ﹤0.01%
600
920
$3.9K ﹤0.01%
38
921
$3.9K ﹤0.01%
378
922
$3.89K ﹤0.01%
917
923
$3.87K ﹤0.01%
60
924
$3.79K ﹤0.01%
46
925
$3.76K ﹤0.01%
57
35 36
37
38 39