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
+$734K
2
+$178K
3
+$155K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$150K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$143K

Top Sells

1
+$468K
2
+$217K
3
+$73.4K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$67.4K
5
HAE icon
Haemonetics
HAE
+$61.1K

Sector Composition

1 Financials 18.71%
2 Technology 9.5%
3 Healthcare 6.97%
4 Consumer Discretionary 5.69%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$19.4K 0.01%
444
+50
602
$19.3K 0.01%
307
603
$19.3K 0.01%
1,540
604
$19.3K 0.01%
497
605
$19.3K 0.01%
149
606
$19.2K 0.01%
345
607
$19.1K 0.01%
674
608
$19K 0.01%
1,420
609
$18.9K 0.01%
265
610
$18.9K 0.01%
2,267
611
$18.8K 0.01%
558
612
$18.8K 0.01%
1,520
+85
613
$18.8K 0.01%
522
614
$18.7K 0.01%
400
615
$18.7K 0.01%
320
616
$18.7K 0.01%
332
617
$18.6K 0.01%
1,645
618
$18.6K 0.01%
244
619
$18.6K 0.01%
1,102
620
$18.6K 0.01%
328
621
$18.5K 0.01%
353
622
$18.4K 0.01%
+1,174
623
$18.4K 0.01%
309
624
$18.3K 0.01%
2,016
625
$18.2K 0.01%
1,189
+1,171
23 24
25
26 27