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
376
$36.1K 0.03%
1,886
377
$36K 0.03%
1,277
378
$35.9K 0.03%
681
379
$35.6K 0.02%
461
380
$35.3K 0.02%
486
381
$35.3K 0.02%
617
382
$35K 0.02%
325
+84
383
$34.7K 0.02%
548
384
$34.7K 0.02%
273
385
$34.6K 0.02%
4,529
386
$34.3K 0.02%
651
387
$34.1K 0.02%
2,646
388
$33.9K 0.02%
702
389
$33.6K 0.02%
109
390
$33.5K 0.02%
1,001
391
$33.5K 0.02%
397
+69
392
$33.3K 0.02%
590
393
$33.2K 0.02%
553
394
$33.1K 0.02%
275
395
$33K 0.02%
697
396
$32.9K 0.02%
529
397
$32.9K 0.02%
481
398
$32.8K 0.02%
834
399
$32.7K 0.02%
540
400
$32.4K 0.02%
873
14 15
16
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