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
601
$19.2K 0.01%
345
602
$19.1K 0.01%
674
603
$19K 0.01%
1,420
604
$18.9K 0.01%
265
605
$18.9K 0.01%
2,267
606
$18.8K 0.01%
558
607
$18.8K 0.01%
1,520
+85
608
$18.8K 0.01%
522
609
$18.7K 0.01%
400
610
$18.7K 0.01%
320
611
$18.7K 0.01%
332
612
$18.6K 0.01%
1,645
613
$18.6K 0.01%
244
614
$18.6K 0.01%
1,102
615
$18.6K 0.01%
328
616
$18.5K 0.01%
353
617
$18.4K 0.01%
+1,174
618
$18.4K 0.01%
309
619
$18.3K 0.01%
2,016
620
$18.2K 0.01%
1,189
+1,171
621
$18.2K 0.01%
978
622
$18.2K 0.01%
445
623
$18.2K 0.01%
219
624
$18K 0.01%
149
625
$18K 0.01%
572
23 24
25
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