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
1,219
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
126
$198K 0.13%
1,052
127
$198K 0.13%
4,330
+208
128
$198K 0.13%
2,290
129
$197K 0.13%
5,894
+390
130
$195K 0.13%
1,049
-4
131
$195K 0.13%
6,446
-363
132
$194K 0.13%
1,218
+15
133
$190K 0.12%
1,621
+221
134
$188K 0.12%
+6,570
135
$186K 0.12%
1,395
136
$186K 0.12%
3,743
+867
137
$182K 0.12%
1,374
+431
138
$181K 0.12%
3,894
139
$181K 0.12%
2,151
+221
140
$180K 0.12%
10,030
141
$180K 0.12%
5,492
-531
142
$176K 0.11%
2,040
+103
143
$174K 0.11%
2,107
144
$171K 0.11%
8,131
+4,757
145
$169K 0.11%
2,878
+2,815
146
$169K 0.11%
3,532
+2,645
147
$168K 0.11%
+8,334
148
$165K 0.11%
3,973
149
$165K 0.11%
2,225
-54
150
$159K 0.1%
6,271
4 5
6
7 8