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
1,219
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.16M
3
+$2.8M
4
ABT icon
Abbott
ABT
+$2.48M
5
MCD icon
McDonald's
MCD
+$2.32M

Top Sells

1
+$2.7M
2
+$650K
3
+$649K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$386K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$272K

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
1026
$1.19K ﹤0.01%
+82
1027
$1.19K ﹤0.01%
12
+8
1028
$1.18K ﹤0.01%
33
1029
$1.16K ﹤0.01%
39
1030
$1.06K ﹤0.01%
128
1031
$1.06K ﹤0.01%
20
1032
$1.04K ﹤0.01%
34
-14
1033
$1.04K ﹤0.01%
29
1034
$1.03K ﹤0.01%
37
+28
1035
$1.03K ﹤0.01%
14
-4
1036
$1.02K ﹤0.01%
8
+5
1037
$1.01K ﹤0.01%
23
1038
$1K ﹤0.01%
88
-240
1039
$992 ﹤0.01%
44
-21
1040
$986 ﹤0.01%
2
-8
1041
$981 ﹤0.01%
34
1042
$956 ﹤0.01%
11
1043
$937 ﹤0.01%
34
1044
$934 ﹤0.01%
22
-148
1045
$929 ﹤0.01%
45
-14
1046
$921 ﹤0.01%
41
1047
$919 ﹤0.01%
11
1048
$903 ﹤0.01%
6
-4
1049
$890 ﹤0.01%
+39
1050
$861 ﹤0.01%
9
40 41
42
43 44