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
276
$51.6K 0.04%
1,434
277
$51.6K 0.04%
208
278
$51.5K 0.04%
1,470
279
$51.4K 0.04%
398
280
$51K 0.04%
669
281
$50.6K 0.04%
2,382
282
$50.3K 0.04%
737
283
$50.2K 0.03%
642
284
$49.6K 0.03%
+224
285
$49.6K 0.03%
552
286
$49.6K 0.03%
929
287
$49.5K 0.03%
4,235
288
$49.5K 0.03%
2,232
289
$49.3K 0.03%
966
290
$49.2K 0.03%
1,391
291
$49K 0.03%
1,272
292
$48.8K 0.03%
696
293
$48.3K 0.03%
259
-11
294
$48.3K 0.03%
259
295
$48.2K 0.03%
1,247
296
$48.1K 0.03%
635
297
$47.7K 0.03%
2,397
298
$47.6K 0.03%
1,870
299
$47.3K 0.03%
454
300
$47.1K 0.03%
1,609
10 11
12
13 14