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
$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
76
$349K 0.23%
3,660
-25
77
$349K 0.22%
7,796
+1,130
78
$341K 0.22%
8,510
+487
79
$335K 0.22%
3,059
+129
80
$335K 0.22%
1,281
+257
81
$333K 0.21%
3,086
+32
82
$331K 0.21%
1,757
+72
83
$329K 0.21%
5,269
+231
84
$327K 0.21%
8,594
+8,519
85
$327K 0.21%
1,244
+170
86
$325K 0.21%
3,224
+3,189
87
$322K 0.21%
2,938
-377
88
$320K 0.21%
1,098
89
$318K 0.21%
6,988
+4,000
90
$314K 0.2%
1,249
91
$304K 0.2%
1,786
+8
92
$301K 0.19%
4,495
+774
93
$300K 0.19%
3,557
-191
94
$291K 0.19%
2,837
95
$288K 0.19%
1,274
+77
96
$285K 0.18%
3,116
97
$281K 0.18%
7,659
-116
98
$273K 0.18%
1,242
99
$271K 0.18%
1,981
+121
100
$264K 0.17%
877
2 3
4
5 6