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
251
$47.5K 0.05%
+1,198
252
$46.8K 0.04%
+860
253
$46.7K 0.04%
+636
254
$46.1K 0.04%
+911
255
$45.8K 0.04%
+1,415
256
$45.8K 0.04%
+1,033
257
$45.6K 0.04%
+1,795
258
$45.2K 0.04%
+955
259
$44.4K 0.04%
+1,005
260
$43.9K 0.04%
+478
261
$43.9K 0.04%
+641
262
$43.7K 0.04%
+379
263
$43.7K 0.04%
+548
264
$43.3K 0.04%
+320
265
$42.8K 0.04%
+513
266
$42.6K 0.04%
+1,219
267
$42.3K 0.04%
+4,308
268
$42.2K 0.04%
+653
269
$42.1K 0.04%
+773
270
$41.5K 0.04%
+255
271
$41.4K 0.04%
+1,150
272
$41.2K 0.04%
+1,481
273
$41K 0.04%
+224
274
$40.3K 0.04%
+389
275
$39.9K 0.04%
+282
9 10
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