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
626
$18K 0.01%
586
627
$17.9K 0.01%
790
+115
628
$17.9K 0.01%
2,199
629
$17.9K 0.01%
59
630
$17.8K 0.01%
400
631
$17.7K 0.01%
242
632
$17.6K 0.01%
158
633
$17.6K 0.01%
843
634
$17.6K 0.01%
457
635
$17.5K 0.01%
476
-603
636
$17.5K 0.01%
440
637
$17.5K 0.01%
+2,190
638
$17.4K 0.01%
496
639
$17.3K 0.01%
1,234
640
$17.3K 0.01%
323
641
$17.3K 0.01%
602
-489
642
$17.3K 0.01%
281
643
$17.3K 0.01%
+131
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$17.3K 0.01%
1,436
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$17.2K 0.01%
103
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$17.1K 0.01%
1,101
-1,066
647
$17K 0.01%
454
648
$17K 0.01%
415
649
$17K 0.01%
371
650
$17K 0.01%
136
24 25
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