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
+$731K
2
+$174K
3
+$153K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$151K
5
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$150K

Top Sells

1
+$470K
2
+$216K
3
+$67K
4
FIVE icon
Five Below
FIVE
+$60.3K
5
HAE icon
Haemonetics
HAE
+$57.5K

Sector Composition

1 Financials 18.71%
2 Technology 9.5%
3 Healthcare 6.97%
4 Consumer Discretionary 5.69%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$72.8K 0.05%
+744
227
$72.6K 0.05%
817
228
$72.1K 0.05%
348
229
$71.8K 0.05%
577
230
$71.2K 0.05%
510
-43
231
$71.1K 0.05%
3,374
-42
232
$68.4K 0.05%
837
233
$66.9K 0.05%
1,134
-2
234
$66.2K 0.05%
1,189
235
$66.1K 0.05%
404
236
$66K 0.05%
1,005
237
$65.7K 0.05%
699
238
$65.6K 0.05%
1,039
239
$63.1K 0.04%
913
+44
240
$62.6K 0.04%
1,338
241
$62.3K 0.04%
1,322
242
$61.7K 0.04%
997
243
$61.2K 0.04%
1,036
244
$60.9K 0.04%
3,273
245
$60.1K 0.04%
862
246
$59.7K 0.04%
955
247
$59.5K 0.04%
695
+127
248
$58.7K 0.04%
951
-17
249
$58.1K 0.04%
792
250
$57.9K 0.04%
1,187
8 9
10
11 12