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
101
$245K 0.18%
4,712
102
$244K 0.17%
5,340
103
$243K 0.17%
2,351
+14
104
$240K 0.17%
877
105
$236K 0.17%
1,074
106
$236K 0.17%
895
+58
107
$235K 0.17%
4,243
108
$231K 0.17%
1,684
109
$230K 0.16%
39,680
110
$229K 0.16%
3,392
-50
111
$227K 0.16%
2,932
-232
112
$226K 0.16%
1,395
113
$224K 0.16%
6,155
-39
114
$223K 0.16%
3,894
115
$223K 0.16%
13,620
116
$216K 0.15%
1,860
117
$214K 0.15%
1,168
118
$214K 0.15%
2,595
119
$212K 0.15%
1,400
120
$211K 0.15%
2,014
121
$208K 0.15%
4,122
+456
122
$208K 0.15%
11,199
+444
123
$207K 0.15%
3,973
124
$205K 0.15%
6,915
+30
125
$205K 0.15%
3,351
3 4
5
6 7