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
401
$32.3K 0.02%
549
402
$32.3K 0.02%
286
403
$32K 0.02%
597
404
$32K 0.02%
334
405
$32K 0.02%
417
406
$32K 0.02%
743
407
$32K 0.02%
418
408
$31.9K 0.02%
156
409
$31.7K 0.02%
1,711
410
$31.6K 0.02%
1,103
411
$31.6K 0.02%
727
412
$31.6K 0.02%
405
413
$31.5K 0.02%
670
414
$31.3K 0.02%
1,426
415
$31.3K 0.02%
1,877
+1,455
416
$31.3K 0.02%
501
417
$31.2K 0.02%
590
418
$31.1K 0.02%
896
419
$31K 0.02%
569
+294
420
$31K 0.02%
2,121
421
$31K 0.02%
147
422
$30.8K 0.02%
1,199
423
$30.8K 0.02%
1,250
+466
424
$30.8K 0.02%
856
+183
425
$30.8K 0.02%
1,166
15 16
17
18 19