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
376
$36.7K 0.03%
+371
377
$36.5K 0.03%
405
+70
378
$36.2K 0.03%
2,032
379
$36.2K 0.03%
+1,211
380
$36.1K 0.03%
1,886
381
$36K 0.03%
1,277
382
$35.9K 0.03%
681
383
$35.6K 0.02%
461
384
$35.3K 0.02%
486
385
$35.3K 0.02%
617
386
$35K 0.02%
325
+84
387
$34.7K 0.02%
548
388
$34.7K 0.02%
273
389
$34.6K 0.02%
4,529
390
$34.3K 0.02%
651
391
$34.1K 0.02%
2,646
392
$33.9K 0.02%
702
393
$33.6K 0.02%
109
394
$33.5K 0.02%
1,001
395
$33.5K 0.02%
397
+69
396
$33.3K 0.02%
590
397
$33.2K 0.02%
553
398
$33.1K 0.02%
275
399
$33K 0.02%
697
400
$32.9K 0.02%
529
14 15
16
17 18