SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
26
$805K 0.56%
44,022
+3,675
27
$805K 0.56%
5,139
+55
28
$782K 0.54%
15,731
29
$768K 0.53%
5,344
30
$736K 0.51%
21,386
-106
31
$730K 0.51%
3,913
32
$726K 0.5%
14,422
-70
33
$707K 0.49%
5,338
34
$692K 0.48%
12,190
-36
35
$652K 0.45%
7,660
+993
36
$624K 0.43%
11,060
+60
37
$622K 0.43%
14,896
38
$614K 0.43%
11,924
-50
39
$605K 0.42%
5,552
-426
40
$601K 0.42%
15,399
41
$599K 0.42%
4,485
42
$559K 0.39%
4,117
43
$544K 0.38%
9,817
-270
44
$532K 0.37%
9,540
45
$521K 0.36%
10,253
46
$519K 0.36%
3,664
+92
47
$519K 0.36%
6,643
-106
48
$505K 0.35%
6,256
-465
49
$495K 0.34%
2,019
50
$491K 0.34%
4,453
-40
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