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
951
$3.74K ﹤0.01%
74
952
$3.73K ﹤0.01%
378
953
$3.71K ﹤0.01%
225
954
$3.71K ﹤0.01%
23
955
$3.65K ﹤0.01%
31
+16
956
$3.62K ﹤0.01%
68
957
$3.52K ﹤0.01%
75
958
$3.51K ﹤0.01%
57
-32
959
$3.32K ﹤0.01%
18
960
$3.29K ﹤0.01%
27
961
$3.29K ﹤0.01%
20
962
$3.27K ﹤0.01%
53
963
$3.24K ﹤0.01%
30
964
$3.24K ﹤0.01%
96
965
$3.23K ﹤0.01%
34
966
$3.2K ﹤0.01%
41
967
$3.16K ﹤0.01%
42
968
$3.13K ﹤0.01%
63
-19
969
$3.08K ﹤0.01%
40
970
$3.07K ﹤0.01%
65
971
$2.94K ﹤0.01%
89
972
$2.94K ﹤0.01%
112
973
$2.92K ﹤0.01%
32
974
$2.83K ﹤0.01%
54
+38
975
$2.81K ﹤0.01%
64
+52
37 38
39
40 41