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
651
$7.54K 0.01%
+566
652
$7.5K 0.01%
+265
653
$7.37K 0.01%
+561
654
$7.32K 0.01%
+376
655
$7.23K 0.01%
+101
656
$7.23K 0.01%
+67
657
$7.23K 0.01%
+613
658
$7.22K 0.01%
+718
659
$7.17K 0.01%
+89
660
$7.15K 0.01%
+374
661
$7.13K 0.01%
+366
662
$7.09K 0.01%
+215
663
$7.06K 0.01%
+53
664
$7K 0.01%
+486
665
$6.98K 0.01%
+1,298
666
$6.92K 0.01%
+308
667
$6.9K 0.01%
+840
668
$6.89K 0.01%
+248
669
$6.86K 0.01%
+231
670
$6.85K 0.01%
+870
671
$6.8K 0.01%
+211
672
$6.66K 0.01%
+833
673
$6.66K 0.01%
+385
674
$6.66K 0.01%
+564
675
$6.59K 0.01%
+305
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