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
276
$51.5K 0.04%
1,470
277
$51.4K 0.04%
398
278
$51K 0.04%
669
279
$50.6K 0.04%
2,382
280
$50.3K 0.04%
737
281
$50.2K 0.03%
642
282
$49.6K 0.03%
+224
283
$49.6K 0.03%
552
284
$49.6K 0.03%
929
285
$49.5K 0.03%
4,235
286
$49.5K 0.03%
2,232
287
$49.3K 0.03%
966
288
$49.2K 0.03%
1,391
289
$49K 0.03%
1,272
290
$48.8K 0.03%
696
291
$48.3K 0.03%
259
-11
292
$48.3K 0.03%
259
293
$48.2K 0.03%
1,247
294
$48.1K 0.03%
635
295
$47.7K 0.03%
2,397
296
$47.6K 0.03%
1,870
297
$47.3K 0.03%
454
298
$47.1K 0.03%
1,609
299
$47.1K 0.03%
548
300
$46.6K 0.03%
274
10 11
12
13 14