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
976
$2.8K ﹤0.01%
33
977
$2.79K ﹤0.01%
61
978
$2.79K ﹤0.01%
102
-506
979
$2.79K ﹤0.01%
45
980
$2.74K ﹤0.01%
51
981
$2.65K ﹤0.01%
108
+10
982
$2.64K ﹤0.01%
31
+23
983
$2.63K ﹤0.01%
24
984
$2.61K ﹤0.01%
109
985
$2.59K ﹤0.01%
81
986
$2.59K ﹤0.01%
19
987
$2.56K ﹤0.01%
64
988
$2.54K ﹤0.01%
132
989
$2.52K ﹤0.01%
48
990
$2.52K ﹤0.01%
26
991
$2.51K ﹤0.01%
28
992
$2.5K ﹤0.01%
24
+15
993
$2.44K ﹤0.01%
+30
994
$2.34K ﹤0.01%
40
995
$2.26K ﹤0.01%
21
+2
996
$2.25K ﹤0.01%
27
-126
997
$2.24K ﹤0.01%
+20
998
$2.19K ﹤0.01%
+3
999
$2.11K ﹤0.01%
140
1000
$2.07K ﹤0.01%
19
38 39
40
41 42