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
301
$47.1K 0.03%
548
302
$46.6K 0.03%
274
303
$46.5K 0.03%
263
304
$46.5K 0.03%
1,160
305
$46.5K 0.03%
1,689
306
$46.4K 0.03%
987
307
$46.3K 0.03%
1,227
-46
308
$46.2K 0.03%
801
309
$45.9K 0.03%
468
310
$45.8K 0.03%
1,697
-3
311
$45.4K 0.03%
1,389
312
$45.3K 0.03%
1,448
313
$45.1K 0.03%
603
314
$45K 0.03%
557
315
$44.8K 0.03%
377
316
$44.7K 0.03%
1,033
317
$44.6K 0.03%
1,220
318
$44.3K 0.03%
806
319
$44.2K 0.03%
1,949
320
$43.9K 0.03%
1,264
321
$43.9K 0.03%
4,284
322
$43.6K 0.03%
1,832
323
$43.4K 0.03%
456
324
$43.4K 0.03%
148
-89
325
$43.2K 0.03%
552
11 12
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