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
$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
1
$12.2M 7.87%
734,712
2
$12M 7.77%
1,210,866
-271,836
3
$5.25M 3.39%
133,196
+70,980
4
$4.9M 3.16%
35,320
+12,040
5
$4.78M 3.08%
+60,560
6
$4.68M 3.02%
198,834
-11,556
7
$3.63M 2.34%
39,396
+34,330
8
$3.57M 2.3%
27,662
+13,796
9
$3.26M 2.1%
214,880
-42,864
10
$3.17M 2.04%
17,853
+13,045
11
$3.09M 1.99%
64,592
-5,414
12
$2.85M 1.84%
39,413
+34,330
13
$2.15M 1.39%
46,354
-1,986
14
$2.11M 1.36%
20,798
+396
15
$1.77M 1.14%
25,566
+5,709
16
$1.69M 1.09%
346,366
-132,777
17
$1.62M 1.05%
12,384
+10,000
18
$1.58M 1.02%
21,628
+13,308
19
$1.48M 0.96%
37,982
+5,258
20
$1.42M 0.91%
13,024
+78
21
$1.29M 0.83%
24,760
+14,220
22
$1.21M 0.78%
13,599
+816
23
$1.21M 0.78%
16,080
+1,100
24
$1.11M 0.71%
23,362
+230
25
$1.06M 0.69%
43,165
+9,538
1
2 3 4 5