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
1076
$618 ﹤0.01%
12
1077
$616 ﹤0.01%
30
1078
$608 ﹤0.01%
+19
1079
$608 ﹤0.01%
9
1080
$606 ﹤0.01%
11
1081
$596 ﹤0.01%
35
1082
$591 ﹤0.01%
24
-32
1083
$577 ﹤0.01%
+11
1084
$566 ﹤0.01%
9
1085
$540 ﹤0.01%
10
1086
$539 ﹤0.01%
7
1087
$538 ﹤0.01%
17
-238
1088
$519 ﹤0.01%
16
1089
$512 ﹤0.01%
14
1090
$510 ﹤0.01%
+27
1091
$496 ﹤0.01%
20
1092
$466 ﹤0.01%
+71
1093
$461 ﹤0.01%
14
1094
$431 ﹤0.01%
19
1095
$431 ﹤0.01%
6
1096
$420 ﹤0.01%
+21
1097
$410 ﹤0.01%
25
1098
$395 ﹤0.01%
5
1099
$390 ﹤0.01%
7
1100
$386 ﹤0.01%
8
42 43
44
45 46