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
1051
$967 ﹤0.01%
34
1052
$962 ﹤0.01%
80
1053
$958 ﹤0.01%
21
1054
$917 ﹤0.01%
30
1055
$900 ﹤0.01%
26
-271
1056
$898 ﹤0.01%
23
1057
$880 ﹤0.01%
+50
1058
$875 ﹤0.01%
38
-23
1059
$872 ﹤0.01%
+25
1060
$862 ﹤0.01%
30
1061
$854 ﹤0.01%
+15
1062
$852 ﹤0.01%
17
1063
$845 ﹤0.01%
23
1064
$819 ﹤0.01%
14
1065
$802 ﹤0.01%
+26
1066
$791 ﹤0.01%
12
1067
$750 ﹤0.01%
8
1068
$686 ﹤0.01%
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1069
$674 ﹤0.01%
+10
1070
$649 ﹤0.01%
7
1071
$641 ﹤0.01%
26
1072
$639 ﹤0.01%
9
1073
$631 ﹤0.01%
+26
1074
$621 ﹤0.01%
10
1075
$620 ﹤0.01%
12
+7
41 42
43
44 45