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
576
$11K 0.01%
+1,262
577
$11K 0.01%
+208
578
$10.9K 0.01%
+305
579
$10.8K 0.01%
+190
580
$10.8K 0.01%
+1,150
581
$10.8K 0.01%
+168
582
$10.8K 0.01%
+325
583
$10.8K 0.01%
+269
584
$10.8K 0.01%
+586
585
$10.8K 0.01%
+690
586
$10.8K 0.01%
+378
587
$10.7K 0.01%
+704
588
$10.7K 0.01%
+704
589
$10.7K 0.01%
+170
590
$10.7K 0.01%
+586
591
$10.6K 0.01%
+424
592
$10.6K 0.01%
+100
593
$10.6K 0.01%
+544
594
$10.5K 0.01%
+474
595
$10.5K 0.01%
+82
596
$10.5K 0.01%
+680
597
$10.4K 0.01%
+267
598
$10.2K 0.01%
+37
599
$10.2K 0.01%
+437
600
$10.1K 0.01%
+206
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