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
251
$58.1K 0.04%
792
252
$57.9K 0.04%
1,187
253
$57.8K 0.04%
4,809
254
$57.7K 0.04%
1,221
255
$57.7K 0.04%
887
+30
256
$57.6K 0.04%
816
257
$57K 0.04%
492
258
$57K 0.04%
731
259
$56.9K 0.04%
225
260
$56.8K 0.04%
3,460
261
$56.8K 0.04%
350
262
$56.8K 0.04%
939
+108
263
$56.2K 0.04%
2,683
264
$55.3K 0.04%
2,966
+214
265
$55.2K 0.04%
706
266
$54.6K 0.04%
615
+473
267
$54.4K 0.04%
+1,284
268
$54.2K 0.04%
422
269
$54.2K 0.04%
710
270
$54.1K 0.04%
3,588
271
$53.9K 0.04%
446
272
$53.7K 0.04%
715
273
$53.7K 0.04%
916
274
$52.3K 0.04%
647
275
$51.9K 0.04%
894
9 10
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