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
$140M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,166
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$411K
3
+$307K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$270K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$208K

Top Sells

1
+$202K
2
+$178K
3
+$168K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$158K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$133K

Sector Composition

1 Financials 19.01%
2 Technology 9.2%
3 Healthcare 6.96%
4 Industrials 5.6%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$2.65K ﹤0.01%
108
+10
977
$2.64K ﹤0.01%
31
+23
978
$2.63K ﹤0.01%
24
979
$2.61K ﹤0.01%
109
980
$2.59K ﹤0.01%
81
981
$2.59K ﹤0.01%
19
982
$2.56K ﹤0.01%
64
983
$2.54K ﹤0.01%
132
984
$2.52K ﹤0.01%
48
985
$2.52K ﹤0.01%
26
986
$2.51K ﹤0.01%
28
987
$2.5K ﹤0.01%
24
+15
988
$2.44K ﹤0.01%
+30
989
$2.34K ﹤0.01%
40
990
$2.26K ﹤0.01%
21
+2
991
$2.25K ﹤0.01%
27
-126
992
$2.24K ﹤0.01%
+20
993
$2.11K ﹤0.01%
140
994
$2.07K ﹤0.01%
19
995
$2.07K ﹤0.01%
65
-301
996
$2.06K ﹤0.01%
55
997
$2.06K ﹤0.01%
270
998
$2.05K ﹤0.01%
12
999
$2.03K ﹤0.01%
+40
1000
$1.94K ﹤0.01%
91
38 39
40
41 42