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
301
$34.9K 0.03%
+1,302
302
$34.9K 0.03%
+617
303
$34.3K 0.03%
+1,391
304
$34.1K 0.03%
+1,674
305
$34.1K 0.03%
+1,689
306
$34K 0.03%
+469
307
$34K 0.03%
+671
308
$33.6K 0.03%
+3,318
309
$33.2K 0.03%
+954
310
$32.9K 0.03%
+845
311
$32.7K 0.03%
+598
312
$32.6K 0.03%
+576
313
$32.6K 0.03%
+799
314
$32.6K 0.03%
+894
315
$32.3K 0.03%
+1,217
316
$32.1K 0.03%
+449
317
$31.9K 0.03%
+652
318
$31.8K 0.03%
+506
319
$31.8K 0.03%
+673
320
$31.7K 0.03%
+1,711
321
$31.7K 0.03%
+758
322
$31.7K 0.03%
+1,247
323
$31.2K 0.03%
+346
324
$31.2K 0.03%
+1,033
325
$31.1K 0.03%
+1,863
11 12
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