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
351
$38.7K 0.03%
1,646
352
$38.6K 0.03%
+335
353
$38.6K 0.03%
656
-74
354
$38.5K 0.03%
1,115
355
$38.2K 0.03%
1,871
356
$38.2K 0.03%
1,154
357
$38.2K 0.03%
517
358
$38K 0.03%
2,234
+171
359
$37.9K 0.03%
1,596
360
$37.9K 0.03%
300
361
$37.8K 0.03%
1,125
362
$37.7K 0.03%
836
363
$37.5K 0.03%
1,004
364
$37.3K 0.03%
768
365
$37.3K 0.03%
1,768
366
$37.2K 0.03%
910
367
$37.1K 0.03%
792
368
$37.1K 0.03%
613
369
$37K 0.03%
231
370
$36.8K 0.03%
2,013
371
$36.7K 0.03%
2,148
372
$36.7K 0.03%
+371
373
$36.5K 0.03%
405
+70
374
$36.2K 0.03%
2,032
375
$36.2K 0.03%
+1,211
13 14
15
16 17