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
201
$96.8K 0.07%
3,076
+49
202
$96.1K 0.07%
852
+1
203
$93.8K 0.07%
1,304
204
$93.2K 0.07%
10,400
205
$93K 0.07%
1,524
+106
206
$92.6K 0.07%
817
207
$91.3K 0.07%
829
+199
208
$89.8K 0.06%
1,407
+200
209
$89.3K 0.06%
332
+100
210
$87.2K 0.06%
4,465
+19
211
$85.8K 0.06%
1,309
212
$85.6K 0.06%
3,236
213
$85.1K 0.06%
1,464
214
$84.8K 0.06%
353
+100
215
$83.3K 0.06%
1,102
216
$82.6K 0.06%
2,000
217
$80.7K 0.06%
504
218
$78.1K 0.06%
1,056
219
$76.6K 0.05%
506
220
$75.4K 0.05%
2,048
221
$74.3K 0.05%
1,136
-20
222
$73.8K 0.05%
237
223
$73.7K 0.05%
882
224
$72.6K 0.05%
962
225
$71.9K 0.05%
3,416
7 8
9
10 11