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
401
$22.5K 0.02%
+183
402
$22.5K 0.02%
+353
403
$22.5K 0.02%
+362
404
$22.4K 0.02%
+635
405
$22.3K 0.02%
+1,066
406
$22.3K 0.02%
+1,326
407
$22.2K 0.02%
+254
408
$22.2K 0.02%
+332
409
$22.1K 0.02%
+1,470
410
$22K 0.02%
+920
411
$21.7K 0.02%
+428
412
$21.7K 0.02%
+1,324
413
$21.5K 0.02%
+27
414
$21.4K 0.02%
+104
415
$21.4K 0.02%
+1,063
416
$21.3K 0.02%
+1,616
417
$21.2K 0.02%
+517
418
$21.2K 0.02%
+1,540
419
$20.9K 0.02%
+254
420
$20.9K 0.02%
+371
421
$20.9K 0.02%
+1,010
422
$20.9K 0.02%
+710
423
$20.7K 0.02%
+1,832
424
$20.7K 0.02%
+382
425
$20.7K 0.02%
+417
15 16
17
18 19