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
576
$20.5K 0.01%
1,538
+232
577
$20.4K 0.01%
306
578
$20.4K 0.01%
88
579
$20.3K 0.01%
437
580
$20.3K 0.01%
616
581
$20.2K 0.01%
1,210
582
$20.2K 0.01%
28
+12
583
$20K 0.01%
347
584
$19.9K 0.01%
730
585
$19.8K 0.01%
426
+162
586
$19.8K 0.01%
401
587
$19.8K 0.01%
180
588
$19.7K 0.01%
285
-110
589
$19.7K 0.01%
348
590
$19.6K 0.01%
802
591
$19.6K 0.01%
1,004
592
$19.5K 0.01%
445
593
$19.5K 0.01%
1,061
594
$19.4K 0.01%
202
595
$19.4K 0.01%
63
+13
596
$19.4K 0.01%
444
+50
597
$19.3K 0.01%
307
598
$19.3K 0.01%
1,540
599
$19.3K 0.01%
497
600
$19.3K 0.01%
149
22 23
24
25 26