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
$144M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,179
New
Increased
Reduced
Closed

Top Buys

1
+$731K
2
+$174K
3
+$153K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$151K
5
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$150K

Top Sells

1
+$470K
2
+$216K
3
+$67K
4
FIVE icon
Five Below
FIVE
+$60.3K
5
HAE icon
Haemonetics
HAE
+$57.5K

Sector Composition

1 Financials 18.71%
2 Technology 9.5%
3 Healthcare 6.97%
4 Consumer Discretionary 5.69%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$22.1K 0.02%
578
552
$22K 0.02%
106
553
$21.8K 0.02%
124
554
$21.8K 0.02%
986
555
$21.7K 0.02%
+852
556
$21.7K 0.02%
424
557
$21.7K 0.02%
492
558
$21.7K 0.02%
212
+119
559
$21.7K 0.02%
572
560
$21.5K 0.01%
1,381
561
$21.4K 0.01%
293
562
$21.4K 0.01%
154
563
$21.3K 0.01%
476
564
$21.1K 0.01%
448
565
$21K 0.01%
94
566
$21K 0.01%
977
567
$20.9K 0.01%
1,554
568
$20.8K 0.01%
335
569
$20.8K 0.01%
454
570
$20.8K 0.01%
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571
$20.8K 0.01%
451
572
$20.7K 0.01%
546
573
$20.7K 0.01%
475
574
$20.6K 0.01%
397
575
$20.5K 0.01%
761
21 22
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