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
451
$28.4K 0.02%
263
-3
452
$28.4K 0.02%
827
453
$28.3K 0.02%
774
454
$28.3K 0.02%
403
455
$28.2K 0.02%
328
456
$28.2K 0.02%
1,694
+472
457
$28K 0.02%
120
458
$27.9K 0.02%
1,894
459
$27.9K 0.02%
553
460
$27.9K 0.02%
1,018
-408
461
$27.8K 0.02%
294
462
$27.8K 0.02%
568
463
$27.4K 0.02%
287
464
$27.4K 0.02%
710
465
$27.3K 0.02%
381
466
$27.3K 0.02%
99
-48
467
$27.3K 0.02%
+380
468
$27.2K 0.02%
744
469
$27.2K 0.02%
564
470
$27.2K 0.02%
431
+21
471
$27.1K 0.02%
4,804
472
$27K 0.02%
359
473
$26.8K 0.02%
+666
474
$26.8K 0.02%
342
475
$26.7K 0.02%
702
+196
17 18
19
20 21