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
426
$30.5K 0.02%
840
427
$30.4K 0.02%
994
428
$30.3K 0.02%
306
429
$30.2K 0.02%
927
430
$30.1K 0.02%
1,502
431
$30K 0.02%
353
432
$29.9K 0.02%
852
433
$29.9K 0.02%
1,397
434
$29.8K 0.02%
+3,482
435
$29.8K 0.02%
509
436
$29.7K 0.02%
465
437
$29.6K 0.02%
509
438
$29.6K 0.02%
1,679
439
$29.3K 0.02%
549
440
$29.3K 0.02%
1,058
441
$29.1K 0.02%
822
+30
442
$29.1K 0.02%
82
443
$29K 0.02%
340
444
$29K 0.02%
1,100
445
$29K 0.02%
1,123
446
$28.8K 0.02%
436
447
$28.6K 0.02%
1,372
448
$28.6K 0.02%
705
-171
449
$28.5K 0.02%
218
450
$28.4K 0.02%
704
16 17
18
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