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
301
$46.5K 0.03%
263
302
$46.5K 0.03%
1,160
303
$46.5K 0.03%
1,689
304
$46.4K 0.03%
987
305
$46.3K 0.03%
1,227
-46
306
$46.2K 0.03%
801
307
$45.9K 0.03%
468
308
$45.8K 0.03%
1,697
-3
309
$45.4K 0.03%
1,389
310
$45.3K 0.03%
1,448
311
$45.1K 0.03%
603
312
$45K 0.03%
557
313
$44.8K 0.03%
377
314
$44.7K 0.03%
1,033
315
$44.6K 0.03%
1,220
316
$44.3K 0.03%
806
317
$44.2K 0.03%
1,949
318
$43.9K 0.03%
1,264
319
$43.9K 0.03%
4,284
320
$43.6K 0.03%
1,832
321
$43.4K 0.03%
456
322
$43.4K 0.03%
148
-89
323
$43.2K 0.03%
552
324
$43.2K 0.03%
1,408
325
$43K 0.03%
285
11 12
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