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
$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
101
$262K 0.17%
2,408
+5
102
$256K 0.17%
1,740
+59
103
$253K 0.16%
2,596
+582
104
$252K 0.16%
4,171
105
$248K 0.16%
5,271
+208
106
$243K 0.16%
+11,706
107
$240K 0.16%
4,224
+3
108
$238K 0.15%
890
+11
109
$238K 0.15%
3,175
110
$237K 0.15%
1,975
+53
111
$236K 0.15%
1,974
112
$233K 0.15%
2,016
+45
113
$225K 0.15%
1,346
+50
114
$224K 0.14%
5,182
+470
115
$223K 0.14%
5,340
116
$223K 0.14%
+1,427
117
$217K 0.14%
13,869
118
$215K 0.14%
4,522
119
$213K 0.14%
3,351
120
$211K 0.14%
1,834
121
$211K 0.14%
2,586
+235
122
$207K 0.13%
2,595
123
$205K 0.13%
15,070
-50
124
$204K 0.13%
4,309
+4,000
125
$204K 0.13%
2,941
+171
3 4
5
6 7