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
1051
$839 ﹤0.01%
31
1052
$836 ﹤0.01%
24
-3
1053
$817 ﹤0.01%
38
-1
1054
$816 ﹤0.01%
30
1055
$816 ﹤0.01%
19
-382
1056
$811 ﹤0.01%
23
1057
$785 ﹤0.01%
23
1058
$784 ﹤0.01%
38
1059
$744 ﹤0.01%
21
1060
$712 ﹤0.01%
21
1061
$699 ﹤0.01%
11
+4
1062
$698 ﹤0.01%
25
1063
$698 ﹤0.01%
18
+2
1064
$679 ﹤0.01%
+28
1065
$678 ﹤0.01%
11
+8
1066
$673 ﹤0.01%
8
1067
$672 ﹤0.01%
21
1068
$659 ﹤0.01%
12
1069
$659 ﹤0.01%
17
1070
$659 ﹤0.01%
13
1071
$649 ﹤0.01%
9
1072
$647 ﹤0.01%
26
1073
$634 ﹤0.01%
17
-4
1074
$628 ﹤0.01%
3
-2
1075
$628 ﹤0.01%
10
41 42
43
44 45