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
1051
$880 ﹤0.01%
+50
1052
$875 ﹤0.01%
38
-23
1053
$872 ﹤0.01%
+25
1054
$862 ﹤0.01%
30
1055
$854 ﹤0.01%
+30
1056
$852 ﹤0.01%
17
1057
$845 ﹤0.01%
23
1058
$819 ﹤0.01%
14
1059
$802 ﹤0.01%
+26
1060
$791 ﹤0.01%
12
1061
$750 ﹤0.01%
8
1062
$686 ﹤0.01%
9
1063
$674 ﹤0.01%
+20
1064
$649 ﹤0.01%
7
1065
$641 ﹤0.01%
26
1066
$639 ﹤0.01%
9
1067
$631 ﹤0.01%
+26
1068
$621 ﹤0.01%
10
1069
$620 ﹤0.01%
12
+7
1070
$620 ﹤0.01%
22
1071
$616 ﹤0.01%
35
1072
$606 ﹤0.01%
14
1073
$596 ﹤0.01%
9
1074
$593 ﹤0.01%
26
1075
$592 ﹤0.01%
11
41 42
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44 45