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
$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
751
$13.4K 0.01%
226
752
$13.1K 0.01%
246
753
$13.1K 0.01%
61
754
$13.1K 0.01%
369
755
$13K 0.01%
264
756
$13K 0.01%
103
757
$13K 0.01%
+248
758
$13K 0.01%
255
-195
759
$12.9K 0.01%
100
760
$12.9K 0.01%
132
761
$12.8K 0.01%
76
762
$12.8K 0.01%
291
763
$12.7K 0.01%
+732
764
$12.7K 0.01%
502
-212
765
$12.7K 0.01%
330
766
$12.6K 0.01%
695
767
$12.6K 0.01%
43
-50
768
$12.6K 0.01%
218
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769
$12.6K 0.01%
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140
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772
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$12.5K 0.01%
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774
$12.5K 0.01%
308
775
$12.5K 0.01%
172
-499
29 30
31
32 33