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
601
$10.1K 0.01%
+1,441
602
$10.1K 0.01%
+373
603
$10K 0.01%
+326
604
$9.96K 0.01%
+387
605
$9.95K 0.01%
+244
606
$9.87K 0.01%
+449
607
$9.86K 0.01%
+476
608
$9.7K 0.01%
+280
609
$9.69K 0.01%
+445
610
$9.62K 0.01%
+256
611
$9.58K 0.01%
+201
612
$9.48K 0.01%
+513
613
$9.47K 0.01%
+182
614
$9.28K 0.01%
+687
615
$9.26K 0.01%
+348
616
$9.25K 0.01%
+525
617
$9.23K 0.01%
+1,420
618
$9.2K 0.01%
+519
619
$9.19K 0.01%
+416
620
$9.16K 0.01%
+589
621
$9.13K 0.01%
+1,154
622
$9.12K 0.01%
+85
623
$9.11K 0.01%
+9
624
$9.1K 0.01%
+262
625
$9.09K 0.01%
+199
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