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
626
$8.99K 0.01%
+917
627
$8.98K 0.01%
+30
628
$8.83K 0.01%
+496
629
$8.81K 0.01%
+492
630
$8.74K 0.01%
+121
631
$8.74K 0.01%
+141
632
$8.73K 0.01%
+234
633
$8.7K 0.01%
+121
634
$8.43K 0.01%
+912
635
$8.42K 0.01%
+330
636
$8.27K 0.01%
+124
637
$8.21K 0.01%
+902
638
$8.09K 0.01%
+1,217
639
$8.03K 0.01%
+132
640
$8.02K 0.01%
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641
$8.01K 0.01%
+479
642
$7.98K 0.01%
+237
643
$7.97K 0.01%
+287
644
$7.94K 0.01%
+76
645
$7.86K 0.01%
+415
646
$7.7K 0.01%
+8,640
647
$7.7K 0.01%
+230
648
$7.61K 0.01%
+180
649
$7.6K 0.01%
+392
650
$7.57K 0.01%
+21
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