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
176
$117K 0.08%
3,004
+30
177
$117K 0.08%
3,720
+234
178
$117K 0.08%
2,959
-343
179
$116K 0.08%
3,053
-15
180
$114K 0.07%
1,416
-678
181
$111K 0.07%
4,672
182
$110K 0.07%
1,470
183
$109K 0.07%
1,124
+73
184
$108K 0.07%
972
-100
185
$106K 0.07%
8,172
186
$105K 0.07%
3,390
+376
187
$105K 0.07%
1,428
188
$104K 0.07%
872
189
$104K 0.07%
1,111
190
$103K 0.07%
3,743
191
$103K 0.07%
4,446
192
$102K 0.07%
4,664
+328
193
$100K 0.06%
1,600
194
$99.8K 0.06%
1,447
-135
195
$97.7K 0.06%
1,367
+22
196
$96K 0.06%
2,660
197
$95.5K 0.06%
838
+190
198
$95.1K 0.06%
332
199
$92.6K 0.06%
630
+280
200
$92.6K 0.06%
2,169
6 7
8
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