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
701
$5.85K 0.01%
+380
702
$5.84K 0.01%
+369
703
$5.84K 0.01%
+81
704
$5.79K 0.01%
+111
705
$5.7K 0.01%
+157
706
$5.69K 0.01%
+60
707
$5.67K 0.01%
+893
708
$5.66K 0.01%
+320
709
$5.63K 0.01%
+55
710
$5.57K 0.01%
+790
711
$5.55K 0.01%
+688
712
$5.54K 0.01%
+34
713
$5.54K 0.01%
+1,069
714
$5.49K 0.01%
+91
715
$5.45K 0.01%
+51
716
$5.43K 0.01%
+201
717
$5.42K 0.01%
+169
718
$5.4K 0.01%
+72
719
$5.31K 0.01%
+303
720
$5.24K 0.01%
+552
721
$5.22K 0.01%
+449
722
$5.22K 0.01%
+179
723
$5.21K ﹤0.01%
+24
724
$5.21K ﹤0.01%
+552
725
$5.18K ﹤0.01%
+94
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