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
526
$13.9K 0.01%
+427
527
$13.9K 0.01%
+743
528
$13.7K 0.01%
+452
529
$13.5K 0.01%
+332
530
$13.5K 0.01%
+1,124
531
$13.3K 0.01%
+155
532
$13.2K 0.01%
+170
533
$13.2K 0.01%
+4,529
534
$13.2K 0.01%
+232
535
$13.2K 0.01%
+103
536
$13.1K 0.01%
+855
537
$13K 0.01%
+1,167
538
$12.8K 0.01%
+595
539
$12.8K 0.01%
+136
540
$12.7K 0.01%
+378
541
$12.6K 0.01%
+187
542
$12.6K 0.01%
+302
543
$12.5K 0.01%
+345
544
$12.4K 0.01%
+212
545
$12.4K 0.01%
+395
546
$12.4K 0.01%
+561
547
$12.3K 0.01%
+471
548
$12.3K 0.01%
+221
549
$12.2K 0.01%
+288
550
$12.1K 0.01%
+186
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