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
426
$20.5K 0.02%
+696
427
$20.4K 0.02%
+1,039
428
$20.2K 0.02%
+187
429
$20.2K 0.02%
+496
430
$20.2K 0.02%
+501
431
$20.2K 0.02%
+2,880
432
$20.1K 0.02%
+762
433
$20.1K 0.02%
+294
434
$20.1K 0.02%
+445
435
$19.9K 0.02%
+2,322
436
$19.9K 0.02%
+291
437
$19.8K 0.02%
+1,654
438
$19.6K 0.02%
+700
439
$19.5K 0.02%
+424
440
$19.2K 0.02%
+595
441
$19.2K 0.02%
+578
442
$19.1K 0.02%
+501
443
$19.1K 0.02%
+652
444
$18.8K 0.02%
+890
445
$18.7K 0.02%
+522
446
$18.7K 0.02%
+173
447
$18.5K 0.02%
+407
448
$18.5K 0.02%
+278
449
$18.4K 0.02%
+627
450
$18.4K 0.02%
+380
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