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
776
$12.5K 0.01%
402
777
$12.5K 0.01%
+177
778
$12.4K 0.01%
790
779
$12.4K 0.01%
127
-751
780
$12.3K 0.01%
159
-181
781
$12.3K 0.01%
912
782
$12.2K 0.01%
384
783
$12.2K 0.01%
146
784
$12.2K 0.01%
325
785
$12.1K 0.01%
349
786
$12.1K 0.01%
+737
787
$12.1K 0.01%
249
788
$12.1K 0.01%
211
789
$12K 0.01%
114
-446
790
$12K 0.01%
347
-11
791
$12K 0.01%
438
-238
792
$11.8K 0.01%
1,085
793
$11.7K 0.01%
289
794
$11.7K 0.01%
512
795
$11.7K 0.01%
140
796
$11.6K 0.01%
336
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797
$11.6K 0.01%
103
798
$11.6K 0.01%
+224
799
$11.6K 0.01%
79
800
$11.5K 0.01%
211
30 31
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