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
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.44M
3
+$3.02M
4
ABT icon
Abbott
ABT
+$2.41M
5
MCD icon
McDonald's
MCD
+$2.31M

Top Sells

1
+$2.92M
2
+$724K
3
+$710K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$385K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$280K

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
1076
$608 ﹤0.01%
+19
1077
$608 ﹤0.01%
9
1078
$606 ﹤0.01%
11
1079
$596 ﹤0.01%
35
1080
$591 ﹤0.01%
24
-32
1081
$577 ﹤0.01%
+11
1082
$566 ﹤0.01%
9
1083
$540 ﹤0.01%
10
1084
$539 ﹤0.01%
7
1085
$538 ﹤0.01%
17
-238
1086
$519 ﹤0.01%
16
1087
$512 ﹤0.01%
14
1088
$510 ﹤0.01%
+27
1089
$496 ﹤0.01%
20
1090
$466 ﹤0.01%
+71
1091
$461 ﹤0.01%
14
1092
$431 ﹤0.01%
19
1093
$431 ﹤0.01%
6
1094
$420 ﹤0.01%
+21
1095
$410 ﹤0.01%
25
1096
$395 ﹤0.01%
5
1097
$390 ﹤0.01%
7
1098
$386 ﹤0.01%
8
1099
$379 ﹤0.01%
10
1100
$375 ﹤0.01%
11
42 43
44
45 46