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
326
$43.2K 0.03%
1,408
327
$43K 0.03%
591
328
$43K 0.03%
285
329
$42.9K 0.03%
3,872
330
$42.8K 0.03%
325
331
$42.7K 0.03%
611
332
$42.1K 0.03%
704
333
$42.1K 0.03%
799
334
$41.9K 0.03%
808
335
$41.9K 0.03%
488
+310
336
$41.7K 0.03%
1,674
337
$41.7K 0.03%
903
338
$41.1K 0.03%
2,417
-2
339
$40.9K 0.03%
479
340
$40.8K 0.03%
921
341
$40.7K 0.03%
3,318
342
$40.6K 0.03%
2,139
343
$40.4K 0.03%
94
344
$40.2K 0.03%
470
+141
345
$40.2K 0.03%
181
346
$39.9K 0.03%
400
347
$39.7K 0.03%
1,363
348
$39.6K 0.03%
1,326
349
$39.6K 0.03%
242
350
$39.6K 0.03%
230
12 13
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