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
776
$4.29K ﹤0.01%
+573
777
$4.28K ﹤0.01%
+80
778
$4.26K ﹤0.01%
+1,436
779
$4.26K ﹤0.01%
+431
780
$4.26K ﹤0.01%
+72
781
$4.22K ﹤0.01%
+600
782
$4.19K ﹤0.01%
+49
783
$4.18K ﹤0.01%
+109
784
$4.17K ﹤0.01%
+73
785
$4.14K ﹤0.01%
+106
786
$4.09K ﹤0.01%
+108
787
$4.09K ﹤0.01%
+17
788
$4.09K ﹤0.01%
+53
789
$4.07K ﹤0.01%
+102
790
$4.05K ﹤0.01%
+44
791
$4.05K ﹤0.01%
+168
792
$4.02K ﹤0.01%
+48
793
$4.01K ﹤0.01%
+229
794
$4K ﹤0.01%
+243
795
$3.92K ﹤0.01%
+82
796
$3.91K ﹤0.01%
+93
797
$3.9K ﹤0.01%
+440
798
$3.9K ﹤0.01%
+328
799
$3.9K ﹤0.01%
+117
800
$3.89K ﹤0.01%
+128
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