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
1076
$620 ﹤0.01%
22
1077
$616 ﹤0.01%
35
1078
$606 ﹤0.01%
14
1079
$596 ﹤0.01%
9
1080
$593 ﹤0.01%
26
1081
$592 ﹤0.01%
11
1082
$583 ﹤0.01%
+58
1083
$583 ﹤0.01%
14
1084
$575 ﹤0.01%
20
1085
$569 ﹤0.01%
10
1086
$562 ﹤0.01%
+12
1087
$560 ﹤0.01%
22
1088
$544 ﹤0.01%
21
1089
$538 ﹤0.01%
10
1090
$526 ﹤0.01%
16
1091
$516 ﹤0.01%
19
1092
$510 ﹤0.01%
6
1093
$503 ﹤0.01%
7
1094
$491 ﹤0.01%
+25
1095
$490 ﹤0.01%
13
1096
$473 ﹤0.01%
6
1097
$472 ﹤0.01%
11
1098
$461 ﹤0.01%
+8
1099
$457 ﹤0.01%
4
1100
$454 ﹤0.01%
7
42 43
44
45 46