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
351
$27.5K 0.03%
+529
352
$27.2K 0.03%
+1,199
353
$26.9K 0.03%
+836
354
$26.9K 0.03%
+553
355
$26.8K 0.03%
+827
356
$26.6K 0.03%
+994
357
$26.3K 0.02%
+612
358
$26.2K 0.02%
+1,207
359
$26.2K 0.02%
+681
360
$26.2K 0.02%
+1,320
361
$26.1K 0.02%
+236
362
$26.1K 0.02%
+1,013
363
$26.1K 0.02%
+367
364
$26K 0.02%
+1,426
365
$26K 0.02%
+4,662
366
$25.9K 0.02%
+687
367
$25.7K 0.02%
+476
368
$25.5K 0.02%
+368
369
$25.5K 0.02%
+240
370
$25.4K 0.02%
+1,954
371
$25.3K 0.02%
+4,235
372
$25.3K 0.02%
+548
373
$25.2K 0.02%
+290
374
$25.2K 0.02%
+639
375
$25K 0.02%
+465
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