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
501
$15.1K 0.01%
+373
502
$15K 0.01%
+94
503
$14.9K 0.01%
+306
504
$14.9K 0.01%
+467
505
$14.8K 0.01%
+124
506
$14.7K 0.01%
+34
507
$14.7K 0.01%
+405
508
$14.7K 0.01%
+138
509
$14.6K 0.01%
+452
510
$14.6K 0.01%
+620
511
$14.5K 0.01%
+186
512
$14.5K 0.01%
+914
513
$14.5K 0.01%
+617
514
$14.5K 0.01%
+389
515
$14.5K 0.01%
+477
516
$14.4K 0.01%
+326
517
$14.3K 0.01%
+1,102
518
$14.3K 0.01%
+905
519
$14.2K 0.01%
+79
520
$14.2K 0.01%
+239
521
$14.1K 0.01%
+4,150
522
$14.1K 0.01%
+456
523
$14.1K 0.01%
+563
524
$14.1K 0.01%
+784
525
$14.1K 0.01%
+760
19 20
21
22 23