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
926
$4.65K ﹤0.01%
246
927
$4.59K ﹤0.01%
87
928
$4.58K ﹤0.01%
51
929
$4.57K ﹤0.01%
23
930
$4.5K ﹤0.01%
48
931
$4.49K ﹤0.01%
17
932
$4.45K ﹤0.01%
45
-13
933
$4.42K ﹤0.01%
96
+25
934
$4.39K ﹤0.01%
63
935
$4.32K ﹤0.01%
917
936
$4.29K ﹤0.01%
59
937
$4.28K ﹤0.01%
+25
938
$4.21K ﹤0.01%
58
939
$4.16K ﹤0.01%
52
940
$4.15K ﹤0.01%
100
941
$4.02K ﹤0.01%
88
942
$4K ﹤0.01%
21
943
$3.98K ﹤0.01%
108
944
$3.94K ﹤0.01%
224
945
$3.93K ﹤0.01%
261
+58
946
$3.92K ﹤0.01%
299
947
$3.9K ﹤0.01%
54
948
$3.89K ﹤0.01%
62
949
$3.86K ﹤0.01%
87
-2
950
$3.82K ﹤0.01%
+55
36 37
38
39 40