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
676
$6.59K 0.01%
+77
677
$6.58K 0.01%
+70
678
$6.55K 0.01%
+67
679
$6.5K 0.01%
+111
680
$6.49K 0.01%
+80
681
$6.48K 0.01%
+51
682
$6.41K 0.01%
+197
683
$6.37K 0.01%
+206
684
$6.34K 0.01%
+397
685
$6.32K 0.01%
+993
686
$6.3K 0.01%
+249
687
$6.29K 0.01%
+61
688
$6.22K 0.01%
+647
689
$6.19K 0.01%
+475
690
$6.18K 0.01%
+108
691
$6.16K 0.01%
+260
692
$6.14K 0.01%
+390
693
$6.13K 0.01%
+168
694
$6.07K 0.01%
+1,084
695
$6.04K 0.01%
+124
696
$5.99K 0.01%
+539
697
$5.98K 0.01%
+248
698
$5.94K 0.01%
+126
699
$5.94K 0.01%
+58
700
$5.92K 0.01%
+280
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