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
426
$30.8K 0.02%
1,199
427
$30.8K 0.02%
1,250
+466
428
$30.8K 0.02%
856
+183
429
$30.8K 0.02%
1,166
430
$30.5K 0.02%
840
431
$30.4K 0.02%
994
432
$30.3K 0.02%
306
433
$30.2K 0.02%
927
434
$30.1K 0.02%
1,502
435
$30K 0.02%
353
436
$29.9K 0.02%
852
437
$29.9K 0.02%
1,397
438
$29.8K 0.02%
+3,482
439
$29.8K 0.02%
509
440
$29.7K 0.02%
465
441
$29.6K 0.02%
509
442
$29.6K 0.02%
1,679
443
$29.3K 0.02%
549
444
$29.3K 0.02%
1,058
445
$29.1K 0.02%
822
+30
446
$29.1K 0.02%
82
447
$29K 0.02%
340
448
$29K 0.02%
1,100
449
$29K 0.02%
1,123
450
$28.8K 0.02%
436
16 17
18
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