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
151
$152K 0.11%
4,219
152
$152K 0.11%
4,336
153
$151K 0.11%
2,279
154
$150K 0.11%
72
155
$149K 0.11%
3,172
156
$148K 0.11%
872
157
$146K 0.1%
1,930
158
$144K 0.1%
1,049
159
$143K 0.1%
2,252
160
$142K 0.1%
591
161
$142K 0.1%
3,182
162
$140K 0.1%
2,338
163
$140K 0.1%
3,743
-160
164
$139K 0.1%
452
165
$138K 0.1%
1,111
166
$136K 0.1%
8,519
-417
167
$135K 0.1%
3,068
168
$131K 0.09%
3,625
169
$131K 0.09%
2,988
170
$130K 0.09%
2,091
171
$129K 0.09%
1,072
172
$127K 0.09%
1,953
+7
173
$124K 0.09%
6,486
+1,880
174
$124K 0.09%
1,470
175
$123K 0.09%
1,778
5 6
7
8 9