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
926
$4.49K ﹤0.01%
17
927
$4.45K ﹤0.01%
45
-13
928
$4.42K ﹤0.01%
96
+25
929
$4.39K ﹤0.01%
63
930
$4.32K ﹤0.01%
917
931
$4.29K ﹤0.01%
59
932
$4.28K ﹤0.01%
+25
933
$4.21K ﹤0.01%
58
934
$4.16K ﹤0.01%
52
935
$4.15K ﹤0.01%
100
936
$4.02K ﹤0.01%
88
937
$4K ﹤0.01%
21
938
$3.98K ﹤0.01%
108
939
$3.94K ﹤0.01%
224
940
$3.93K ﹤0.01%
261
+58
941
$3.92K ﹤0.01%
299
942
$3.9K ﹤0.01%
54
943
$3.89K ﹤0.01%
62
944
$3.86K ﹤0.01%
87
-2
945
$3.82K ﹤0.01%
+55
946
$3.74K ﹤0.01%
74
947
$3.73K ﹤0.01%
378
948
$3.71K ﹤0.01%
225
949
$3.71K ﹤0.01%
23
950
$3.65K ﹤0.01%
31
+16
36 37
38
39 40