SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
+$734K
2
+$178K
3
+$155K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$150K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$143K

Top Sells

1
+$468K
2
+$217K
3
+$73.4K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$67.4K
5
HAE icon
Haemonetics
HAE
+$61.1K

Sector Composition

1 Financials 18.71%
2 Technology 9.5%
3 Healthcare 6.97%
4 Consumer Discretionary 5.69%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$483K 0.34%
4,435
52
$482K 0.34%
8,320
-11
53
$469K 0.33%
5,066
+81
54
$466K 0.32%
2,523
-10
55
$459K 0.32%
10,659
56
$444K 0.31%
10,928
57
$437K 0.3%
18,022
+221
58
$422K 0.29%
6,509
-22
59
$406K 0.28%
3,054
60
$399K 0.28%
1,190
61
$370K 0.26%
3,867
+10
62
$369K 0.26%
3,271
-597
63
$363K 0.25%
1,778
-22
64
$361K 0.25%
3,685
65
$352K 0.24%
7,987
66
$352K 0.24%
3,175
67
$351K 0.24%
5,038
-39
68
$346K 0.24%
10,536
69
$344K 0.24%
8,009
-529
70
$341K 0.24%
1,249
71
$339K 0.24%
866
72
$331K 0.23%
1,685
73
$330K 0.23%
2,357
74
$329K 0.23%
8,023
75
$320K 0.22%
2,384
+91
1 2
3
4 5