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
+$731K
2
+$174K
3
+$153K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$151K
5
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$150K

Top Sells

1
+$470K
2
+$216K
3
+$67K
4
FIVE icon
Five Below
FIVE
+$60.3K
5
HAE icon
Haemonetics
HAE
+$57.5K

Sector Composition

1 Financials 18.71%
2 Technology 9.5%
3 Healthcare 6.97%
4 Consumer Discretionary 5.69%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$13K 0.01%
103
752
$13K 0.01%
+248
753
$13K 0.01%
255
-195
754
$12.9K 0.01%
100
755
$12.9K 0.01%
132
756
$12.8K 0.01%
76
757
$12.8K 0.01%
291
758
$12.7K 0.01%
+732
759
$12.7K 0.01%
502
-212
760
$12.7K 0.01%
330
761
$12.6K 0.01%
695
762
$12.6K 0.01%
43
-50
763
$12.6K 0.01%
218
-756
764
$12.6K 0.01%
138
765
$12.6K 0.01%
195
-793
766
$12.6K 0.01%
140
-681
767
$12.6K 0.01%
39
-124
768
$12.5K 0.01%
+852
769
$12.5K 0.01%
308
770
$12.5K 0.01%
172
-499
771
$12.5K 0.01%
402
772
$12.5K 0.01%
+177
773
$12.4K 0.01%
790
774
$12.4K 0.01%
127
-751
775
$12.3K 0.01%
159
-181
29 30
31
32 33