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
126
$200K 0.14%
2,107
127
$193K 0.14%
1,834
-2
128
$187K 0.13%
10,030
129
$186K 0.13%
1,937
130
$185K 0.13%
1,361
131
$180K 0.13%
2,784
-2,720
132
$180K 0.13%
6,446
133
$180K 0.13%
3,302
-23
134
$178K 0.13%
7,428
+382
135
$177K 0.13%
4,672
136
$174K 0.12%
2,770
137
$171K 0.12%
2,876
+1,800
138
$171K 0.12%
902
139
$171K 0.12%
3,791
-100
140
$170K 0.12%
1,052
141
$170K 0.12%
1,967
142
$169K 0.12%
2,188
143
$167K 0.12%
2,353
144
$166K 0.12%
8,477
145
$165K 0.12%
305
146
$163K 0.12%
3,552
-152
147
$158K 0.11%
6,720
+30
148
$155K 0.11%
+12,440
149
$154K 0.11%
4,814
+359
150
$153K 0.11%
1,983
-364
4 5
6
7 8