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
401
$32.9K 0.02%
481
402
$32.8K 0.02%
834
403
$32.7K 0.02%
540
404
$32.4K 0.02%
873
405
$32.3K 0.02%
549
406
$32.3K 0.02%
286
407
$32K 0.02%
597
408
$32K 0.02%
334
409
$32K 0.02%
417
410
$32K 0.02%
743
411
$32K 0.02%
418
412
$31.9K 0.02%
156
413
$31.7K 0.02%
1,711
414
$31.6K 0.02%
1,103
415
$31.6K 0.02%
727
416
$31.6K 0.02%
405
417
$31.5K 0.02%
670
418
$31.3K 0.02%
1,426
419
$31.3K 0.02%
1,877
+1,455
420
$31.3K 0.02%
501
421
$31.2K 0.02%
590
422
$31.1K 0.02%
896
423
$31K 0.02%
569
+294
424
$31K 0.02%
2,121
425
$31K 0.02%
147
15 16
17
18 19