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
326
$42.9K 0.03%
3,872
327
$42.8K 0.03%
325
328
$42.7K 0.03%
611
329
$42.1K 0.03%
704
330
$42.1K 0.03%
799
331
$41.9K 0.03%
808
332
$41.9K 0.03%
488
+310
333
$41.7K 0.03%
1,674
334
$41.7K 0.03%
903
335
$40.9K 0.03%
479
336
$40.8K 0.03%
929
337
$40.7K 0.03%
3,318
338
$40.6K 0.03%
2,139
339
$40.4K 0.03%
94
340
$40.2K 0.03%
470
+141
341
$40.2K 0.03%
181
342
$39.9K 0.03%
400
343
$39.7K 0.03%
1,363
344
$39.6K 0.03%
1,326
345
$39.6K 0.03%
242
346
$39.6K 0.03%
230
347
$39.3K 0.03%
258
348
$39K 0.03%
1,324
349
$38.9K 0.03%
760
350
$38.7K 0.03%
906
+736
12 13
14
15 16