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
276
$39.6K 0.04%
+424
277
$39.6K 0.04%
+1,322
278
$39.6K 0.04%
+1,036
279
$39.3K 0.04%
+1,363
280
$39.3K 0.04%
+299
281
$39.2K 0.04%
+464
282
$39K 0.04%
+1,904
283
$38.1K 0.04%
+875
284
$38K 0.04%
+1,031
285
$37.6K 0.04%
+1,609
286
$37.4K 0.04%
+1,020
287
$37.4K 0.04%
+210
288
$37.4K 0.04%
+193
289
$37.3K 0.04%
+842
290
$37.1K 0.04%
+1,180
291
$36.9K 0.04%
+1,161
292
$36.7K 0.03%
+1,098
293
$36.5K 0.03%
+277
294
$36.5K 0.03%
+1,318
295
$36.5K 0.03%
+1,220
296
$36.3K 0.03%
+878
297
$35.9K 0.03%
+301
298
$35.3K 0.03%
+1,204
299
$35.2K 0.03%
+779
300
$35.2K 0.03%
+611
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