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
551
$12.1K 0.01%
+353
552
$12.1K 0.01%
+566
553
$12.1K 0.01%
+380
554
$12.1K 0.01%
+275
555
$11.9K 0.01%
+1,863
556
$11.9K 0.01%
+198
557
$11.8K 0.01%
+350
558
$11.8K 0.01%
+456
559
$11.8K 0.01%
+174
560
$11.8K 0.01%
+133
561
$11.7K 0.01%
+262
562
$11.7K 0.01%
+329
563
$11.7K 0.01%
+259
564
$11.6K 0.01%
+61
565
$11.6K 0.01%
+412
566
$11.5K 0.01%
+423
567
$11.4K 0.01%
+149
568
$11.4K 0.01%
+178
569
$11.3K 0.01%
+566
570
$11.2K 0.01%
+368
571
$11.2K 0.01%
+460
572
$11.2K 0.01%
+445
573
$11.2K 0.01%
+161
574
$11.1K 0.01%
+572
575
$11.1K 0.01%
+153
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