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
201
$90.7K 0.06%
588
202
$89.7K 0.06%
3,024
203
$89.6K 0.06%
10,400
204
$88.5K 0.06%
3,480
+250
205
$88.3K 0.06%
1,032
+150
206
$88.3K 0.06%
799
-9
207
$87.5K 0.06%
898
-4
208
$86.8K 0.06%
1,309
209
$86.5K 0.06%
4,360
+4,160
210
$85.9K 0.06%
4,460
-2,188
211
$85.1K 0.05%
1,340
-7
212
$83.7K 0.05%
648
+375
213
$83.4K 0.05%
1,908
214
$83.2K 0.05%
3,130
-42
215
$82K 0.05%
1,407
216
$82K 0.05%
+2,896
217
$81.6K 0.05%
1,524
218
$81.2K 0.05%
3,208
+222
219
$80.3K 0.05%
3,964
+3,748
220
$80.2K 0.05%
3,030
221
$79.2K 0.05%
949
+940
222
$79K 0.05%
1,464
223
$76.9K 0.05%
1,304
224
$76.4K 0.05%
1,765
225
$75.4K 0.05%
955
7 8
9
10 11