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
751
$4.56K ﹤0.01%
+349
752
$4.53K ﹤0.01%
+347
753
$4.52K ﹤0.01%
+173
754
$4.52K ﹤0.01%
+144
755
$4.52K ﹤0.01%
+356
756
$4.5K ﹤0.01%
+226
757
$4.5K ﹤0.01%
+352
758
$4.48K ﹤0.01%
+279
759
$4.48K ﹤0.01%
+182
760
$4.47K ﹤0.01%
+133
761
$4.47K ﹤0.01%
+220
762
$4.44K ﹤0.01%
+149
763
$4.44K ﹤0.01%
+190
764
$4.43K ﹤0.01%
+235
765
$4.42K ﹤0.01%
+344
766
$4.41K ﹤0.01%
+52
767
$4.36K ﹤0.01%
+87
768
$4.35K ﹤0.01%
+158
769
$4.35K ﹤0.01%
+418
770
$4.34K ﹤0.01%
+276
771
$4.34K ﹤0.01%
+46
772
$4.32K ﹤0.01%
+117
773
$4.3K ﹤0.01%
+203
774
$4.29K ﹤0.01%
+246
775
$4.29K ﹤0.01%
+150
29 30
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32 33