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
1101
$369 ﹤0.01%
6
1102
$364 ﹤0.01%
7
1103
$356 ﹤0.01%
27
1104
$341 ﹤0.01%
33
1105
$324 ﹤0.01%
13
1106
$318 ﹤0.01%
20
1107
$315 ﹤0.01%
16
1108
$305 ﹤0.01%
13
1109
$284 ﹤0.01%
+9
1110
$268 ﹤0.01%
4
1111
$265 ﹤0.01%
50
1112
$243 ﹤0.01%
+6
1113
$234 ﹤0.01%
20
1114
$232 ﹤0.01%
4
1115
$208 ﹤0.01%
13
1116
$198 ﹤0.01%
2
1117
$194 ﹤0.01%
9
1118
$179 ﹤0.01%
7
-9
1119
$165 ﹤0.01%
10
1120
$148 ﹤0.01%
5
1121
$114 ﹤0.01%
6
1122
$78 ﹤0.01%
3
1123
$75 ﹤0.01%
1
1124
$71 ﹤0.01%
1
-285
1125
$53 ﹤0.01%
6
43 44
45
46 47