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
151
$155K 0.1%
2,474
+136
152
$154K 0.1%
452
153
$150K 0.1%
11,199
-77
154
$149K 0.1%
2,248
+470
155
$148K 0.1%
2,852
+179
156
$146K 0.09%
1,964
157
$146K 0.09%
371
+66
158
$146K 0.09%
1,341
-20
159
$145K 0.09%
648
+300
160
$144K 0.09%
2,353
161
$144K 0.09%
4,623
+24
162
$143K 0.09%
585
+4
163
$141K 0.09%
1,049
164
$139K 0.09%
6,285
165
$139K 0.09%
3,625
166
$134K 0.09%
2,188
167
$132K 0.09%
39,680
168
$132K 0.09%
3,224
-391
169
$131K 0.08%
2,980
-190
170
$129K 0.08%
1,452
+115
171
$129K 0.08%
2,276
+24
172
$125K 0.08%
8,477
173
$123K 0.08%
602
+54
174
$121K 0.08%
3,762
+33
175
$120K 0.08%
897
+655
5 6
7
8 9