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
926
$3.73K ﹤0.01%
58
927
$3.65K ﹤0.01%
35
928
$3.61K ﹤0.01%
252
929
$3.59K ﹤0.01%
45
+37
930
$3.57K ﹤0.01%
52
931
$3.54K ﹤0.01%
87
932
$3.53K ﹤0.01%
21
933
$3.48K ﹤0.01%
20
934
$3.45K ﹤0.01%
43
935
$3.42K ﹤0.01%
26
-7
936
$3.41K ﹤0.01%
41
937
$3.4K ﹤0.01%
21
+6
938
$3.36K ﹤0.01%
46
939
$3.35K ﹤0.01%
54
940
$3.34K ﹤0.01%
96
941
$3.33K ﹤0.01%
84
-1
942
$3.29K ﹤0.01%
174
943
$3.27K ﹤0.01%
55
944
$3.24K ﹤0.01%
26
945
$3.22K ﹤0.01%
23
946
$3.21K ﹤0.01%
311
-111
947
$3.08K ﹤0.01%
138
+29
948
$3.07K ﹤0.01%
34
949
$3K ﹤0.01%
109
950
$2.96K ﹤0.01%
112
36 37
38
39 40