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
251
$57.8K 0.04%
4,809
252
$57.7K 0.04%
1,221
253
$57.7K 0.04%
887
+30
254
$57.6K 0.04%
816
255
$57K 0.04%
492
256
$57K 0.04%
731
257
$56.9K 0.04%
225
258
$56.8K 0.04%
3,460
259
$56.8K 0.04%
350
260
$56.8K 0.04%
939
+108
261
$56.2K 0.04%
2,683
262
$55.3K 0.04%
2,966
+214
263
$55.2K 0.04%
706
264
$54.6K 0.04%
615
+473
265
$54.4K 0.04%
+1,284
266
$54.2K 0.04%
422
267
$54.2K 0.04%
710
268
$54.1K 0.04%
3,588
269
$53.9K 0.04%
446
270
$53.7K 0.04%
715
271
$53.7K 0.04%
916
272
$52.3K 0.04%
647
273
$51.9K 0.04%
894
274
$51.6K 0.04%
1,434
275
$51.6K 0.04%
208
9 10
11
12 13