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
326
$30.8K 0.03%
+916
327
$30.4K 0.03%
+233
328
$30.3K 0.03%
+1,220
329
$30.2K 0.03%
+696
330
$30.2K 0.03%
+461
331
$30.2K 0.03%
+377
332
$30.1K 0.03%
+91
333
$29.8K 0.03%
+379
334
$29.6K 0.03%
+1,306
335
$29.5K 0.03%
+806
336
$29.2K 0.03%
+565
337
$29.2K 0.03%
+832
338
$29.2K 0.03%
+450
339
$28.8K 0.03%
+1,251
340
$28.8K 0.03%
+1,600
341
$28.7K 0.03%
+590
342
$28.7K 0.03%
+263
343
$28.7K 0.03%
+482
344
$28.4K 0.03%
+432
345
$28.4K 0.03%
+1,873
346
$28K 0.03%
+254
347
$27.9K 0.03%
+1,894
348
$27.7K 0.03%
+402
349
$27.7K 0.03%
+1,870
350
$27.5K 0.03%
+929
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