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
951
$2.93K ﹤0.01%
110
-20
952
$2.9K ﹤0.01%
27
953
$2.87K ﹤0.01%
63
954
$2.85K ﹤0.01%
96
955
$2.83K ﹤0.01%
121
-106
956
$2.82K ﹤0.01%
45
957
$2.78K ﹤0.01%
64
958
$2.78K ﹤0.01%
98
-403
959
$2.77K ﹤0.01%
30
960
$2.76K ﹤0.01%
88
961
$2.75K ﹤0.01%
32
962
$2.67K ﹤0.01%
40
963
$2.65K ﹤0.01%
102
-85
964
$2.65K ﹤0.01%
44
965
$2.65K ﹤0.01%
51
966
$2.65K ﹤0.01%
28
967
$2.63K ﹤0.01%
299
968
$2.63K ﹤0.01%
59
969
$2.62K ﹤0.01%
24
970
$2.58K ﹤0.01%
18
971
$2.56K ﹤0.01%
138
+53
972
$2.54K ﹤0.01%
65
973
$2.54K ﹤0.01%
39
974
$2.46K ﹤0.01%
62
975
$2.45K ﹤0.01%
103
+12
37 38
39
40 41