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
$144M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,179
New
Increased
Reduced
Closed

Top Buys

1
+$734K
2
+$178K
3
+$155K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$150K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$143K

Top Sells

1
+$468K
2
+$217K
3
+$73.4K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$67.4K
5
HAE icon
Haemonetics
HAE
+$61.1K

Sector Composition

1 Financials 18.71%
2 Technology 9.5%
3 Healthcare 6.97%
4 Consumer Discretionary 5.69%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$73.6K 0.05%
1,056
227
$73.2K 0.05%
3,324
228
$72.8K 0.05%
+744
229
$72.6K 0.05%
817
230
$72.1K 0.05%
348
231
$71.8K 0.05%
577
232
$71.2K 0.05%
510
-43
233
$71.1K 0.05%
3,374
-42
234
$68.4K 0.05%
837
235
$66.9K 0.05%
1,134
-2
236
$66.2K 0.05%
1,189
237
$66.1K 0.05%
404
238
$66K 0.05%
1,005
239
$65.7K 0.05%
699
240
$65.6K 0.05%
1,039
241
$63.1K 0.04%
913
+44
242
$62.6K 0.04%
1,338
243
$62.3K 0.04%
1,322
244
$61.7K 0.04%
997
245
$61.2K 0.04%
1,036
246
$60.9K 0.04%
3,273
247
$60.1K 0.04%
862
248
$59.7K 0.04%
955
249
$59.5K 0.04%
695
+127
250
$58.7K 0.04%
951
-17
8 9
10
11 12