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
451
$18.3K 0.02%
+720
452
$18.3K 0.02%
+437
453
$18.3K 0.02%
+272
454
$18.2K 0.02%
+347
455
$18.2K 0.02%
+239
456
$18.2K 0.02%
+477
457
$18.2K 0.02%
+792
458
$18.1K 0.02%
+202
459
$18.1K 0.02%
+388
460
$18.1K 0.02%
+328
461
$18K 0.02%
+433
462
$18K 0.02%
+651
463
$18K 0.02%
+670
464
$18K 0.02%
+390
465
$17.9K 0.02%
+2,177
466
$17.9K 0.02%
+393
467
$17.8K 0.02%
+288
468
$17.4K 0.02%
+1,686
469
$17.2K 0.02%
+242
470
$17.1K 0.02%
+492
471
$17.1K 0.02%
+164
472
$17K 0.02%
+930
473
$17K 0.02%
+207
474
$16.8K 0.02%
+62
475
$16.8K 0.02%
+940
17 18
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