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
926
$3.61K ﹤0.01%
252
927
$3.59K ﹤0.01%
45
+37
928
$3.57K ﹤0.01%
52
929
$3.54K ﹤0.01%
87
930
$3.53K ﹤0.01%
21
931
$3.48K ﹤0.01%
20
932
$3.45K ﹤0.01%
43
933
$3.42K ﹤0.01%
26
-7
934
$3.41K ﹤0.01%
41
935
$3.4K ﹤0.01%
21
+6
936
$3.36K ﹤0.01%
46
937
$3.35K ﹤0.01%
54
938
$3.34K ﹤0.01%
96
939
$3.33K ﹤0.01%
84
-1
940
$3.29K ﹤0.01%
174
941
$3.27K ﹤0.01%
55
942
$3.24K ﹤0.01%
26
943
$3.22K ﹤0.01%
23
944
$3.21K ﹤0.01%
311
-111
945
$3.08K ﹤0.01%
138
+29
946
$3.07K ﹤0.01%
34
947
$3K ﹤0.01%
109
948
$2.96K ﹤0.01%
112
949
$2.93K ﹤0.01%
110
-20
950
$2.9K ﹤0.01%
27
36 37
38
39 40