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
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.44M
3
+$3.02M
4
ABT icon
Abbott
ABT
+$2.41M
5
MCD icon
McDonald's
MCD
+$2.31M

Top Sells

1
+$2.92M
2
+$724K
3
+$710K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$385K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$280K

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
976
$2.4K ﹤0.01%
60
977
$2.37K ﹤0.01%
33
978
$2.36K ﹤0.01%
20
979
$2.35K ﹤0.01%
49
980
$2.31K ﹤0.01%
24
981
$2.31K ﹤0.01%
108
982
$2.25K ﹤0.01%
132
983
$2.18K ﹤0.01%
118
+18
984
$2.16K ﹤0.01%
73
-49
985
$2.16K ﹤0.01%
+4
986
$2.14K ﹤0.01%
105
-85
987
$2K ﹤0.01%
13
988
$2K ﹤0.01%
20
989
$1.98K ﹤0.01%
+64
990
$1.91K ﹤0.01%
71
991
$1.91K ﹤0.01%
24
992
$1.84K ﹤0.01%
89
993
$1.83K ﹤0.01%
55
994
$1.82K ﹤0.01%
49
+14
995
$1.81K ﹤0.01%
47
+7
996
$1.8K ﹤0.01%
308
997
$1.8K ﹤0.01%
32
+3
998
$1.79K ﹤0.01%
12
-6
999
$1.79K ﹤0.01%
22
1000
$1.77K ﹤0.01%
16
-3
38 39
40
41 42