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
1001
$2.07K ﹤0.01%
65
-301
1002
$2.06K ﹤0.01%
55
1003
$2.06K ﹤0.01%
270
1004
$2.05K ﹤0.01%
12
1005
$2.03K ﹤0.01%
+20
1006
$1.94K ﹤0.01%
91
1007
$1.89K ﹤0.01%
62
-382
1008
$1.86K ﹤0.01%
43
1009
$1.85K ﹤0.01%
22
1010
$1.77K ﹤0.01%
15
1011
$1.76K ﹤0.01%
35
-10
1012
$1.73K ﹤0.01%
13
1013
$1.73K ﹤0.01%
71
1014
$1.71K ﹤0.01%
43
1015
$1.71K ﹤0.01%
20
1016
$1.67K ﹤0.01%
+20
1017
$1.63K ﹤0.01%
67
1018
$1.58K ﹤0.01%
24
1019
$1.58K ﹤0.01%
143
1020
$1.56K ﹤0.01%
22
1021
$1.55K ﹤0.01%
17
1022
$1.54K ﹤0.01%
33
1023
$1.51K ﹤0.01%
34
1024
$1.51K ﹤0.01%
34
1025
$1.5K ﹤0.01%
26
39 40
41
42 43