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
1026
$1.44K ﹤0.01%
128
1027
$1.4K ﹤0.01%
20
1028
$1.37K ﹤0.01%
80
1029
$1.36K ﹤0.01%
88
1030
$1.27K ﹤0.01%
44
1031
$1.24K ﹤0.01%
+9
1032
$1.23K ﹤0.01%
66
1033
$1.21K ﹤0.01%
7
1034
$1.21K ﹤0.01%
+16
1035
$1.16K ﹤0.01%
39
1036
$1.16K ﹤0.01%
27
1037
$1.13K ﹤0.01%
11
1038
$1.12K ﹤0.01%
12
1039
$1.12K ﹤0.01%
10
1040
$1.08K ﹤0.01%
39
1041
$1.05K ﹤0.01%
21
1042
$1.05K ﹤0.01%
18
1043
$1.04K ﹤0.01%
6
1044
$1.03K ﹤0.01%
+4
1045
$1.02K ﹤0.01%
11
1046
$1.01K ﹤0.01%
9
1047
$1.01K ﹤0.01%
29
-1,358
1048
$997 ﹤0.01%
59
-132
1049
$987 ﹤0.01%
9
1050
$970 ﹤0.01%
39
40 41
42
43 44