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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,016
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$7.17M
3
+$3.2M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.02M
5
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$2.39M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.61%
2 Healthcare 7.48%
3 Technology 7.31%
4 Consumer Staples 5.65%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$57.4K 0.05%
+1,523
227
$57.2K 0.05%
+5,600
228
$56.3K 0.05%
+1,458
229
$55.9K 0.05%
+876
230
$55.7K 0.05%
+669
231
$55.3K 0.05%
+816
232
$54.8K 0.05%
+264
233
$54.6K 0.05%
+500
234
$54K 0.05%
+506
235
$53K 0.05%
+1,786
236
$52.5K 0.05%
+936
237
$52.3K 0.05%
+2,434
238
$51.8K 0.05%
+1,221
239
$51.6K 0.05%
+876
240
$50.9K 0.05%
+3,768
241
$50.5K 0.05%
+843
242
$50.2K 0.05%
+3,593
243
$49.6K 0.05%
+779
244
$49K 0.05%
+944
245
$49K 0.05%
+868
246
$48.5K 0.05%
+2,099
247
$47.9K 0.05%
+1,169
248
$47.8K 0.05%
+896
249
$47.8K 0.05%
+925
250
$47.8K 0.05%
+2,148
8 9
10
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