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
76
$306K 0.22%
3,624
77
$304K 0.22%
5,472
-32
78
$302K 0.22%
1,974
79
$301K 0.22%
5,077
80
$300K 0.21%
5,002
81
$295K 0.21%
1,685
-5
82
$295K 0.21%
3,175
83
$294K 0.21%
2,930
-450
84
$291K 0.21%
3,669
85
$286K 0.2%
1,492
-21
86
$273K 0.2%
2,837
87
$272K 0.19%
6,658
-14
88
$270K 0.19%
3,116
89
$269K 0.19%
4,254
90
$267K 0.19%
1,922
91
$263K 0.19%
2,403
92
$263K 0.19%
1,242
+10
93
$261K 0.19%
5,063
94
$260K 0.19%
2,293
+400
95
$259K 0.19%
1,197
96
$256K 0.18%
866
-4
97
$255K 0.18%
4,095
-2
98
$254K 0.18%
4,171
99
$252K 0.18%
1,098
100
$246K 0.18%
4,522
-1,131
2 3
4
5 6