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
176
$121K 0.09%
1,611
177
$121K 0.09%
2,182
178
$119K 0.09%
633
179
$118K 0.08%
2,345
-102
180
$118K 0.08%
1,061
+5
181
$116K 0.08%
839
182
$116K 0.08%
955
183
$115K 0.08%
1,328
184
$115K 0.08%
817
185
$112K 0.08%
2,968
186
$112K 0.08%
6,285
187
$111K 0.08%
1,447
188
$111K 0.08%
2,660
189
$108K 0.08%
1,347
190
$108K 0.08%
1,286
191
$108K 0.08%
2,064
+550
192
$106K 0.08%
1,635
193
$105K 0.08%
3,486
194
$105K 0.08%
3,024
195
$104K 0.07%
3,729
196
$102K 0.07%
1,428
+1,348
197
$98.9K 0.07%
1,765
198
$98.1K 0.07%
1,908
199
$97.4K 0.07%
1,445
-12
200
$97.3K 0.07%
580
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8
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