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
1176
– –
-1,125
1177
– –
-1,540
1178
– –
-80
1179
– –
-113
1180
– –
-20
1181
– –
0
1182
– –
-10
1183
– –
-212
1184
– –
-44
1185
– –
-2,000
1186
– –
-589
1187
– –
-1,415
1188
– –
-1,055
1189
– –
-791
1190
– –
-204
1191
– –
-25
1192
– –
-100
1193
– –
-589
1194
– –
-1,150
1195
– –
-3
1196
– –
-2,016
1197
– –
-40
1198
– –
-59
1199
– –
-26
1200
– –
-143
45 46 47
48
49