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
726
$5.12K ﹤0.01%
+135
727
$5.1K ﹤0.01%
+196
728
$4.99K ﹤0.01%
+222
729
$4.98K ﹤0.01%
+475
730
$4.97K ﹤0.01%
+241
731
$4.95K ﹤0.01%
+79
732
$4.88K ﹤0.01%
+774
733
$4.87K ﹤0.01%
+49
734
$4.86K ﹤0.01%
+152
735
$4.85K ﹤0.01%
+66
736
$4.84K ﹤0.01%
+219
737
$4.82K ﹤0.01%
+316
738
$4.78K ﹤0.01%
+1,462
739
$4.77K ﹤0.01%
+150
740
$4.77K ﹤0.01%
+120
741
$4.73K ﹤0.01%
+218
742
$4.73K ﹤0.01%
+102
743
$4.72K ﹤0.01%
+244
744
$4.71K ﹤0.01%
+132
745
$4.67K ﹤0.01%
+378
746
$4.66K ﹤0.01%
+118
747
$4.61K ﹤0.01%
+136
748
$4.59K ﹤0.01%
+189
749
$4.58K ﹤0.01%
+261
750
$4.57K ﹤0.01%
+1,060
28 29
30
31 32