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
351
$39.3K 0.03%
258
352
$39K 0.03%
1,324
353
$38.9K 0.03%
760
354
$38.7K 0.03%
906
+736
355
$38.7K 0.03%
1,646
356
$38.6K 0.03%
+335
357
$38.6K 0.03%
656
-74
358
$38.5K 0.03%
1,115
359
$38.2K 0.03%
1,871
360
$38.2K 0.03%
1,154
361
$38.2K 0.03%
517
362
$38K 0.03%
2,234
+171
363
$37.9K 0.03%
1,596
364
$37.9K 0.03%
300
365
$37.8K 0.03%
1,125
366
$37.7K 0.03%
836
367
$37.5K 0.03%
1,004
368
$37.3K 0.03%
768
369
$37.3K 0.03%
1,768
370
$37.2K 0.03%
910
371
$37.1K 0.03%
792
372
$37.1K 0.03%
613
373
$37K 0.03%
231
374
$36.8K 0.03%
2,013
375
$36.7K 0.03%
2,148
13 14
15
16 17