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
$140M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,166
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$411K
3
+$307K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$270K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$208K

Top Sells

1
+$202K
2
+$178K
3
+$168K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$158K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$133K

Sector Composition

1 Financials 19.01%
2 Technology 9.2%
3 Healthcare 6.96%
4 Industrials 5.6%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$1.23K ﹤0.01%
66
1027
$1.21K ﹤0.01%
7
1028
$1.21K ﹤0.01%
+16
1029
$1.16K ﹤0.01%
39
1030
$1.16K ﹤0.01%
27
1031
$1.13K ﹤0.01%
11
1032
$1.12K ﹤0.01%
12
1033
$1.12K ﹤0.01%
10
1034
$1.08K ﹤0.01%
39
1035
$1.05K ﹤0.01%
21
1036
$1.05K ﹤0.01%
18
1037
$1.04K ﹤0.01%
6
1038
$1.03K ﹤0.01%
+4
1039
$1.02K ﹤0.01%
11
1040
$1.01K ﹤0.01%
9
1041
$1.01K ﹤0.01%
29
-1,358
1042
$997 ﹤0.01%
59
-132
1043
$987 ﹤0.01%
9
1044
$970 ﹤0.01%
39
1045
$967 ﹤0.01%
34
1046
$962 ﹤0.01%
80
1047
$958 ﹤0.01%
21
1048
$917 ﹤0.01%
30
1049
$900 ﹤0.01%
26
-271
1050
$898 ﹤0.01%
23
40 41
42
43 44