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
1001
$1.75K ﹤0.01%
+15
1002
$1.7K ﹤0.01%
19
1003
$1.67K ﹤0.01%
9
+5
1004
$1.67K ﹤0.01%
140
1005
$1.65K ﹤0.01%
43
1006
$1.6K ﹤0.01%
+130
1007
$1.59K ﹤0.01%
+21
1008
$1.58K ﹤0.01%
33
1009
$1.55K ﹤0.01%
41
1010
$1.53K ﹤0.01%
220
1011
$1.52K ﹤0.01%
17
1012
$1.51K ﹤0.01%
91
1013
$1.49K ﹤0.01%
26
1014
$1.47K ﹤0.01%
15
1015
$1.44K ﹤0.01%
14
+7
1016
$1.42K ﹤0.01%
67
1017
$1.42K ﹤0.01%
80
1018
$1.42K ﹤0.01%
42
1019
$1.4K ﹤0.01%
15
-16
1020
$1.39K ﹤0.01%
32
+19
1021
$1.36K ﹤0.01%
81
1022
$1.32K ﹤0.01%
29
1023
$1.22K ﹤0.01%
34
1024
$1.19K ﹤0.01%
+82
1025
$1.19K ﹤0.01%
12
+8
39 40
41
42 43