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
476
$16.6K 0.02%
+922
477
$16.5K 0.02%
+521
478
$16.4K 0.02%
+552
479
$16.3K 0.02%
+387
480
$16.3K 0.02%
+810
481
$16.3K 0.02%
+568
482
$16.3K 0.02%
+35
483
$16.2K 0.02%
+1,018
484
$16.1K 0.02%
+572
485
$16.1K 0.02%
+652
486
$16.1K 0.02%
+283
487
$16K 0.02%
+526
488
$16K 0.02%
+1,540
489
$15.9K 0.02%
+113
490
$15.9K 0.02%
+372
491
$15.8K 0.02%
+468
492
$15.7K 0.01%
+342
493
$15.7K 0.01%
+557
494
$15.6K 0.01%
+180
495
$15.6K 0.01%
+903
496
$15.6K 0.01%
+176
497
$15.6K 0.01%
+578
498
$15.4K 0.01%
+832
499
$15.3K 0.01%
+164
500
$15.1K 0.01%
+735
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